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Paul Lee, Financial Advisor

FINANCIAL ADVISOR
Paul M Lee III

2302 Emancipation Hwy, Suite A, Fredericksburg, VA 22401opens in a new window
CallSend Me a Message

Focus Areas

  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate & Legacy Strategies

About Paul

The most challenging part of any journey is the first step. I find this to be true in so many aspects of life, but particularly in planning for your financial future.

I have served in the Marine Corps Active and Reserve components, developing and executing strategies, adapting to changing environments and finding ways to accomplish goals. Achieving the rank of Colonel in the United States Marine Corps is a testament to time, focus and dedication. I strive to bring this same pursuit of excellence to every client interaction.

Whether deployed in support of protecting our country, working to equip and develop...

Work History

  • Edward JonesMay 2019 to Current

Education

  • US Naval Postgraduate SchoolMaster of Science
  • Virginia Military InstituteBachelor of Science

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Active Lifestyle
  • Sports Enthusiast
  • Traveling

Team Members

  • Ana Mearing
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings

Phone

(540) 645-5711

Fax

(844) 876-5213

Office Address

2302 Emancipation Hwy
Suite A
Fredericksburg, VA 22401opens in a new window

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