At my practice, I thoroughly and consistently communicate with clients to help ensure they feel comfortable with the strategy and path we have developed together. I have spent 25 years in various service organizations and understand the frustration when communication is not up to par. I am there for my client each step of the way.
Further, I understand that a lot of families find the financial markets to be confusing and overwhelming. I enjoy being able to create personalized strategies to explain the process to clients and help create the confidence they need to succeed. To keep these goals on track and ensure those expectations are met, I make it a point to have regular progress meetings with my clients.
My life experiences help me relate to a variety of clients. I graduated from Georgia Southern University with a BBA in finance. I also spent time in the U.S. Navy Reserves as a Seabee. Prior to Edward Jones, I spent over 25 years in customer service management. This time has shaped my commitment to my clients, as I have seen how successful organizations are focused on their clients.
From my office in Buford, GA, I focus on helping clients who are:
- 10-15 years from retirement
- Serious, long-term individual investors
- Local government employees (educators, first responders, etc.)
- New retirees
- Families experiencing life events (divorce, aging parents, etc.)
Outside of the office, I enjoy spending time with my wife of over 25 years, Lori, and two daughters. One daughter is a middle school teacher here in Gwinnett and the other is a student at Georgia Tech. My hobbies include hiking the North Georgia Mountains and traveling overseas. I am a member of the North Gwinnett Kiwanis and am passionate about volunteering in the community.
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Business Retirement Plans
- Wealth Strategies
My Personal Interests
- Outdoor Enthusiast
Phone NumberJeff Lee at (678) 889-8925
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