portrait of Lee J Mitchell

About Lee

I am a financial advisor with over 20 years of experience. We help clients establish goals we can work toward together. We create strategies focused on your specific needs and desires.

My branch office administrators, Susan Cockrill and Lakan Dew, help make your experience here unique. Their 50-plus years of experience in the investment and banking world is a significant advantage in world of finance.

Finance and investments have been a passion of mine for many years. At an early age, I enjoyed watching the farm and commodities report in the mornings and, at the end of the day, the economic and...

Focus Areas

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

Work History

  • Edward JonesNovember 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Auburn Univ-MontgomeryMaster of Business Admin
  • USAF AcademyBachelor of Science

Team Members

  • Susan Cockrill
    Sr. Branch Office Administrator
  • Sandy Parker
    Sr. Branch Office Administrator
  • Lakan Dew
    Branch Office Administrator
    FPQP®

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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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

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