Our practice here in North Texas draws in a wide variety of clients – from business owners to farmers and all sorts of honest, hard-working folks in between. Though their paths came from different directions, I strongly believe our clients all reached a similar conclusion – that our Edward Jones team, including myself, Perla Lopez, LaDonna Fleitman and Melissa Garcia – would provide them with the guidance, knowledge and inclusive atmosphere they were looking for as they worked to reach their financial goals. Our team is fully aligned around serving our clients, and we each do our best to provide them with an engaging, informative and fun experience.
Our clients can always expect us to act in their best interest and to do our very best to anticipate their needs. We address all aspects of a client's situation to avoid "blind spots" like taking too much (or too little) risk, not having an estate or health care plan in place and not properly utilizing insurance products. I help clients address these concerns by drawing on my 20-plus years of experience, asking good questions and most importantly, listening. In addition, I work with my clients' CPAs and attorneys to create a truly comprehensive financial strategy.
Our team is always grateful for the opportunities to share in our clients' lives; being invited to weddings, birthdays, and anniversaries is an amazing affirmation. But we also find that simple joys, like a knowing glance between spouses whose ability to retire early has been affirmed, are just as wonderful. We hope to create these memories with our future clients as well and look forward to connecting with you.
Outside the office, I enjoy traveling, spending time with my friends and family, and being involved with Edward Jones and my home community. I've served on numerous boards over the years —the Red Cross, Butterfield Stage Community Players, First Methodist Church and more — and am currently a member of the North Central Texas College Foundation board.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- History and Museums
Office Address305 W Broadway
Gainesville, TX 76240 opens in a new window
Phone NumberLee Russell at (940) 665-0351
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