Hi, I’m Lee Dunn, as an Edward Jones financial advisor, I believe it is vital to understand what’s most important to each of our clients. We then use an established process to build personalized strategies and partner with clients throughout their life to help keep them on track. I began my Edward Jones career in 2013 as a financial advisor in Clayton after a 20-year banking and mortgage lending career.
Serving in the Flowers Plantation community has been a top priority since I moved here in 2005. I am currently a member of the Clayton Rotary Club, coach basketball and teach tennis through the local Parks and Recreation and attend Generation Church. My Senior Branch Office Administrator, Vickie Daddezio, has been with Edward Jones since 2012 and provides our clients with the highest level of service possible.
Specializes In
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Business Retirement Plans
- Portfolio Reviews
- Wealth Strategies
