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FINANCIAL ADVISOR

Scott D Lee

204a E Upham St, Marshfield, WI 54449opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Scott

I want you to be successful in life. Not just in your finances, but in all areas of life. A study by Age Wave has shown that Americans' four biggest priorities in life are health, family, purpose and finances. Health, family and purpose all have a direct impact on your finances. Likewise, your finances have a significant impact on your ability to make healthy choices, how you're able to provide for your family and how much time you're able to put towards things that give you purpose. So, how do you plan for success in these areas when they're all...

Focus Areas

  • Healthcare Professionals
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesApril 2017 to Current

Education

  • Univ of Wisconsin,StoutBachelor of Science

Personal Interests

  • Traveling
  • Snowboarding
  • Archery
  • Personal Fitness
  • Health & Nutrition

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(715) 207-6659

Fax

(888) 410-4585

Office Address

204a E Upham St
Marshfield, WI 54449opens in a new window

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