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portrait of Jeff Lee
FINANCIAL ADVISOR

Jeff Lee

CFP®, CRPC™
3331 Hamilton Mill Rd, Suite 2204, Buford, GA 30519opens in a new window
Accepting New Clients
CallSend Me a Message

About Jeff

When I was a child, I could not wait to get the daily newspaper. While most kids my age would go straight to the comics, I would search for the business section (I did eventually make it to the comics). I have always been intrigued with personal finance and decided to dedicate my life to helping others achieve their financial goals.

I graduated with a Bachelor of Business Administration with a focus on finance from Georgia Southern and worked in the finance field for the next 18 years. After this, I worked as senior management in the healthcare industry. I ultimately...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Work History

  • Edward JonesDecember 2020 to Current
  • SPH AnalyticsJanuary 2013 to August 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Georgia Southern UniversityBachelors

Send Me a Message

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Office Information

Hours

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

Phone

(678) 889-8925

Fax

(877) 393-9976

Office Address

3331 Hamilton Mill Rd
Suite 2204
Buford, GA 30519opens in a new window

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