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portrait of Adam G Lee
FINANCIAL ADVISOR

Adam G Lee

CFP®, ChFC®, CLU®
6737 Whitneyville Ave S E, Suite A, Alto, MI 49302opens in a new window
CallSend Me a Message

About Adam

I have been a member of the Edward Jones family my entire life. I was born into this community and chose to never leave. My goal is to serve my community with the backing of a company who cares about the individual investor. Edward Jones has proven over the course of 100 years the dedication to our local communities and individuals.

This job allows me to connect with people from all over the country who have different goals and values. My process is to learn first about what is important to you and your belief system – your dreams and worries,...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving
  • Portfolio Reviews

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Education

  • Butler UniversityBachelor of Science
  • Butler UniversityBachelor of Arts and Science

Personal Interests

  • Active Lifestyle
  • Golfing
  • Sports Enthusiast
  • Spending Time with Family
  • Outdoor Enthusiast

Team Members

  • Lindsay Alsante
    Sr. Branch Office Administrator
  • Margaret Darling
    Branch Office Administrator
  • Melanie Govan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00AM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(616) 868-6426

Fax

(877) 479-5324

Office Address

6737 Whitneyville Ave S E
Suite A
Alto, MI 49302opens in a new window

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