The most challenging part of any journey is the first step. I find this to be true in so many aspects of life, but particularly in planning for your financial future.
I spent a career developing and executing strategies, adapting to changing environments and finding ways to accomplish goals. Whether deployed in support of protecting our country, working to equip our nation's military or supporting my clients in achieving their financial dreams, I always strive for success. From the battlefield to the stock market, I know firsthand that "no plan survives first contact." It is a select few who can remain calm and adapt to find success.
Our team embodies the core tenants of Edward Jones: "We work together to help achieve what is most important to you." Our senior branch office administrator, Ana Mearing, is dedicated to providing you, our most precious asset, the best experience possible. She is extremely professional and knowledgeable. Most importantly, she is the friendly face and friendly voice you will see and hear when you walk through our door.
I have lived a life of service to our country, and as a financial advisor, I live a life of service to you and our community of Fredericksburg and Spotsylvania. I understand the foundation of any relationship is trust. I will strive to demonstrate my integrity and my professionalism as I work to support your goals for retirement planning, income and wealth preservation, education savings and estate considerations.
When I am not at work, you can find me following my kids around the state to different sports fields (they play travel soccer), enjoying some local restaurants or hanging out around the firepit with friends.
Contact me if you are ready to take that first step. We will make this journey together, partnering to achieve your future goals and dreams. I will focus on making this process as simple and smooth as possible for you and your family. Let's get started!
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- New Investors
My Personal Interests
- Spending Time with Family
- Health & Nutrition
- Active Lifestyle
- Sports Enthusiast
Phone NumberPaul M Lee III at (540) 645-5711
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