portrait of Chadwick O Lee

About Chadwick

Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.

I began my Edward Jones career in 2011 as a financial advisor in Spring, Texas. Today, Edward Jones serves the community from 12 convenient locations.

As a graduate of Texas Southern University, I hold a bachelor’s degree and a master’s degree in business administration. As...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesMay 2011 to Current

Education

  • Texas Southern UnivMasters
  • Texas Southern UnivBachelor of Business Admin

Team Members

  • Yvette Holly
    Sr. Branch Office Administrator

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