Edward Jones-Financial Advisor: Lloyd Lee

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Edward Jones-Financial Advisor: Lloyd Lee Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 14,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My Branch Office Administrator, Mona, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/LloydLee for more information.
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From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/02/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to d...
09/30/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today wh...
09/27/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s...
09/25/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

Address

8049 N County Road 600 W, Suite 102
McCordsville, IN
46055

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+13173363248

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