I first experienced the quality-oriented, long-term investment philosophy of Edward Jones when I became a client in 1994. My financial advisor had an amazing impact on me and my family, and I realized I wanted to help people and change lives in the same manner he had done for me. I became an Edward Jones financial advisor in March of 2011, and it has been one of the best decisions I ever made.
As a financial advisor who has received the CFP® designation, I put my clients' interests first. I want to know what is important to you before you invest your money. I use a defined process to build customized strategies to help you achieve your goals. Finally, I partner with you throughout your lifetime to help you stay on track and make adjustments when necessary.
I grew up in Gainesville and graduated from Georgia Tech in 1992. I earned my MBA from William & Mary in 1999. My wife, Elyse, and I have three grown children – Ariel, Ethan and Abbey – and a spoiled black lab named Simms. I'm active in the Rotary Club of Sugarloaf and graduated from Leadership Gwinnett (LG) in 2013. I continue to volunteer with LG and other groups in our community. I spend my free time golfing, fly-fishing and traveling.
Megan Pennington, my branch office administrator, joined Edward Jones in 2019. She grew up in Fargo, N.D., and has been living in Georgia since 2015. A fun fact is Megan spent four months in Las Vegas as a stage management intern with Cirque du Soleil! She and her amazing husband, Matthew, just welcomed their first child, Jack, in February 2021. In her free time, she likes volunteering at her church (Gate City Church in Lawrenceville), discovering new restaurants of different cuisines and playing board games with her friends.
Please contact our branch at (770) 995-4069 to discuss your situation. Megan and I pride ourselves on providing highly personalized service to help us better understand and meet our clients’ unique goals and needs. We look forward to speaking with you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
Phone NumberRon Lee Jr at (770) 995-4069
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