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portrait of Lee F Taylor
FINANCIAL ADVISOR

Lee F Taylor

AAMS™
400 W Midland/Hwy 24 Ste 125, Woodland Park, CO 80863opens in a new window
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About Lee

I am passionate about helping clients improve their financial situation and make wise financial decisions. Since 2003, I have worked together with clients to develop and implement their life and financial goals. I make a point of doing what is in my clients' best interests at all times. I like to work with couples/families so that everyone is involved with financial decisions over time as long-term investors.

My branch office administrators, Tamara Tilley and Anne Marie Fichter, provide dedicated support and are committed to serving our clients' needs. Our team works hard to proactively support our clients.

I served 22 years in...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies

Work History

  • Edward JonesNovember 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Webster UniversityMaster of Arts

Personal Interests

  • Scuba Diving
  • Hiking
  • Fishing
  • Hunting
  • Skiing

Team Members

  • Tamara Tilley
    Branch Office Administrator

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(719) 687-9541

Fax

(866) 362-7842

Office Address

400 W Midland/Hwy 24 Ste 125
Woodland Park, CO 80863opens in a new window

Mailing address

P O Box 795
Woodland Park, CO 80866

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