We strive every day to improve and simplify the lives of our clients - come find out why! You'll meet me, Lee Irwin - a second generation Edward Jones financial advisor. You'll also be greeted by Vicki Bower, senior branch office administrator. Between the two of us who are locally here in Zionsville (and the thousands of Edward Jones experts behind us), you'll find a trusted partner to share in your financial goals with.

I became an Edward Jones financial advisor after starting my career as a CPA because I realized my passion was building relationships and helping people reach their goals. Luckily, I had watched my Dad do that with Edward Jones for two decades where I grew up in Ohio. I have always understood the importance of partnering with someone you trust and that's what I strive to be for the families we serve. I know our clients value spending time with their families and focusing on their dreams and goals and our job is to take care of the rest.

We are truly invested in serving our clients and this community. I am a board member of the Zionsville Rotary Club and Boone County Chamber of Commerce, as well as a founding member of Women Inspiring Women. I am also a member of Women of Impact and the Zionsville Chamber. Vicki and I have a heart for giving back and putting "Service Above Self".

When I'm not at 262 S Ford Rd, you can find me with my family, Chris, and our Bernedoodle, "Tug", learning to golf (emphasis on learning!) and traveling. We hear from clients every day how important their family is to them and we feel the same - in our world, family is everything and we consider our clients part of that family.

We look forward to getting to know you and sharing more about why we do what we do here in Zionsville!

Feel free to connect with us on Social Media at:
Facebook: facebook.com/EJAdvisorLeeIrwin
LinkedIn: linkedin.com/in/EJAdvisorLeeIrwin

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Reading
  • Traveling
  • Golfing

Office Information

Office Address

262 S Ford Rd Suite 100 Zionsville, IN 46077

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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