Lee Donaldson, Financial Advisor located in Madison, AL

Financial Advisor
Lee A Donaldson

CFP®, ChFC®
7278 Hwy 72 W Ste B, Madison, AL 35758opens in a new window
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Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • History and Museums
  • Spending Time with Family
  • Motorcycles
  • Golfing
  • Outdoor Enthusiast

Team Members

  • Barbara Ferrara
    Registered Branch Associate
  • LaShawn Elmore
    Sr. Branch Office Administrator
    FPQP®
  • Becky Harber
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(256) 721-2694

Fax

(877) 222-6359

Office Address

7278 Hwy 72 W Ste B
Madison, AL 35758opens in a new window

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