
Lloyd Lee
Suite 102
Mccordsville, IN 46055 call Lloyd Lee at (317) 336-3248 Request an Appointment
No matter what age, life stage and situation, or income, finances matter. It matters because we strive to reach certain goals for ourselves and loved ones, in which financial means play a key role. Whether it's planning for education, retirement, unexpected events or passing on wealth, a personalized strategy is necessary.
To set you up for success, we leverage an established process to understand your current situation and long-term goals. We then identify appropriate instruments and strategies to connect the two. With each recommendation, our focus is to effectively achieve your goal.
In each client relationship, I deliver proactive contact and clear understanding of cost. At least once a year, we meet face-to-face to review our processes and verify we are making progress. Meanwhile, I monitor the strategy and contact you if a change is needed.
After growing up in Bloomington, Minnesota and graduating from Dartmouth College, I entered the world of professional football. First, I played for the San Diego Chargers, then in player personnel management with the Tampa Bay Buccaneers. Next, I was a coach for the Chicago Bears and worked collegiality with the College of Holy Cross. I also held a variety of corporate roles with McDonald's Corporation in Chicago and Indianapolis as part of a corporate leadership program.
In all these roles, I've built deep personal relationships while creating sensible strategies and providing the necessary coaching, discipline, and caring engagement to see it through. I joined Edward Jones to continue with my passion of helping people achieve their most important goals in life. I currently hold my Series 7 and 66 registrations and Life and Health Insurance Licenses, and Certificate in Financial Planning from Wake Forest University.
My wife, Katy, and I live in Fishers, Indiana with our two daughters, Samaira and Josslyn, and two dogs. In my spare time, I coach youth sports, enjoy golfing and am active in the school community.
My Personal Interests
Office Information
Office Address
8049 N County Rd 600 WSuite 102
Mccordsville, IN 46055
Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:30PM |
Tue | 08:30AM - 05:30PM |
Wed | 08:30AM - 05:30PM |
Thu | 08:30AM - 05:30PM |
Fri | 08:30AM - 05:30PM |
Sat | By Appointment Only |
Sun | Closed |
Branch Team
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