portrait of Chris Lee

About Chris

As a lifelong resident of Tiffin, it has always been my desire to see our community, surrounding areas and all of its people thrive and become the best they can possibly be. I want to leave this world and our community a better place for my children and future generations. The opportunity to run my Edward Jones branch here in Tiffin allows me to do this by helping to educate my clients and members of our community on the importance of planning financially to reach their goals.

I attended elementary through college in Tiffin, and graduated from Heidelberg College. I...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • New Investors
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesApril 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Heidelberg CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Volunteering
  • Community Outreach

Team Members

  • Lindsay Rocco
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 07:00PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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