Lee Ritter, Financial Advisor

Focus Areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies
  • Retirement Savings Strategies
  • New Investors

About Lee

I am a financial advisor for a select group of individuals who aspire to a work-optional lifestyle. We have developed and refined a process to put together all the pieces of your financial puzzle by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track. We work closely with your CPA and estate planning attorney to ensure your family will be taken care of as well.

I have lived in Calvert County since 1990 with my wife, Gina. I have two daughters, Brittany and Mandy,...

Work History

  • Edward JonesJanuary 2004 to Current

Personal Interests

  • Baseball
  • Football
  • Swimming
  • Traveling
  • Home Improvement

Team Members

  • Cindy Campbell
    Sr. Branch Office Administrator
  • Gemma Smith
    Sr. Branch Office Administrator

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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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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