As an Edward Jones financial advisor, I believe it is vital to understand what's most important to each of our clients. We then use an established process to build personalized strategies and partner with clients throughout their life to help keep them on track.
I began my Edward Jones career in 2013 as a financial advisor in Clayton after a 20-year banking and mortgage lending career.
I obtained a bachelor's degree in finance from the University of North Carolina Wilmington in 1992. In an effort to better serve clients, I earned the Accredited Asset Management Specialist®* professional designation in 2016.
Serving in the Clayton community has been a top priority since I moved here in 2005. I am currently a member of the Clayton Rotary Club, coach basketball and teach tennis through the local Parks and Recreation and attend Generation Church.
My wife, Robin, is a pediatric respiratory therapist at Wake Med. We are blessed with two sons, Thomas (20) and Carson (17). In my spare time I enjoy tennis, golf, biking and grilling! I am an avid sports fan of many sports including our own Carolina Panthers and Hurricanes!
My Senior Branch Office Administrator, Vickie Daddezio, has been with Edward Jones since 2012 and provides our clients with the highest level of service possible.
* The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Business Retirement Plans
- Portfolio Reviews
Phone NumberLee Dunn at (919) 550-2516
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
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