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Ron Lee, Financial Advisor

FINANCIAL ADVISOR
Ron Lee Jr

CFP®, ChFC®, AAMS™
3883 Rogers Bridge Road N W, Suite 303 A, Duluth, GA 30097opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans

About Ron

I first experienced the quality-oriented, long-term investment philosophy of Edward Jones when I became a client in 1994. My financial advisor had an amazing impact on me and my family, and I realized I wanted to help people and change lives in the same manner he had done for me. I became an Edward Jones financial advisor in March of 2011, and it has been one of the best decisions I ever made.

I strive for excellence in the service and advice I provide to my clients, so I received the CFP® certification. I put my clients' interests first. I want...

Work History

  • Edward JonesMarch 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • College of William and MaryMaster of Business Admin
  • Georgia TechBachelor of Science

Team Members

  • Mary Beth Simpson
    Sr. Branch Office Administrator
  • Lisa Constabile
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(770) 995-4069

Fax

(877) 832-5848

Office Address

3883 Rogers Bridge Road N W
Suite 303 A
Duluth, GA 30097opens in a new window

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