portrait of Jon Lee
FINANCIAL ADVISOR

Jon Lee

CFP®
4040 Ed Dr, Suite 105, Raleigh, NC 27612opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Car Restoration
  • Curling
  • Football
  • Real Estate
  • Tennis

Team Members

  • Laura Trotman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(919) 787-1972

Fax

(855) 847-1532

Office Address

4040 Ed Dr
Suite 105
Raleigh, NC 27612opens in a new window

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