Financial Advisor@ Edward Jones
Murfreesboro, Tennessee, United States
Lee Colvin, CFP®, AAMS®
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Lipscomb University
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FlashIntel GPTLee Colvin, CFP(r), AAMS(r) is a highly experienced Financial Advisor with 28.3 years of work experience. He specializes in 401k rollovers, banking, customer service, and disability insurance. Lee is dedicated to helping clients understand and meet their financial goals. He has worked at Edward Jones and Wells Fargo, gaining expertise in investment advisory, retirement planning, and wealth management. Lee is based in the United States and can be contacted at www.edwardjones.com/disclosures/social-media.
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Emails and Phone Numbers
About
I am a Financial Advisor With Edward Jones. I am dedicated to helping my clients understand and meet their financial goals. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Work Experience
Financial Advisor
Financial Services
Lee Colvin, CFP®, AAMS®'s Professional Milestones
- Licensed Financial Specialist (1995-06-01~2005-08-01): Providing comprehensive financial advice to clients, enhancing their investment opportunities and driving financial stability.
- Financial Advisor (2005-08-01~): Building strong relationships with clients, driving financial success through effective financial management strategies.
Education
Management,
Accounting
1993-1998Skill
401k
401k Rollovers
Banking
Customer Service
Disability Insurance
Estate Considerations
Fixed Annuities
Iras
Insurance
Investment Advisory
Investments
Leadership
Life Insurance
Long Term Care
Mutual Funds
New Business Development
Retirement
Retirement Planning
Sales
Series 63
Series 7
Strategic Planning
Term Life Insurance
Variable Annuities
Wealth Management
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Scott Young
Owner, Bootleggers Rest. & Brewery
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Robyn Frederking, PMP, POPM
sr digital product owner at edward jones
Other Named Lee Colvin, CFP®, AAMS®
Frequently asked questions
We found 3 Lee Colvin, CFP®, AAMS®'s phone numbers
Lee Colvin, CFP®, AAMS® works for Edward Jones
Lee Colvin, CFP®, AAMS®'s role in Edward Jones is Financial Advisor
Lee Colvin, CFP®, AAMS® works in the industry of Financial Services
Lee Colvin, CFP®, AAMS®'s colleagues are Barrett Feltmeier,Scott Young,Sean Hawksford
Lee Colvin, CFP®, AAMS®'s latest job experience is Financial Advisor at Edward Jones
Lee Colvin, CFP®, AAMS®'s latest education in Lipscomb University
