Edward Jones-Financial Advisor: Lloyd Lee

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 str

ategies 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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Learn more https://bit.ly/4iBH4qb I can help you explore key considerations that come with executive compensation and co...
08/31/2026

Learn more https://bit.ly/4iBH4qb I can help you explore key considerations that come with executive compensation and complex wealth.

Learn more https://bit.ly/4zHkjrf Long-term financial success starts with intentional planning. I can help you consider ...
08/30/2026

Learn more https://bit.ly/4zHkjrf Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities.

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
08/30/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

https://bit.ly/4d8hcP4 From equity awards to diversification, I can help you make the most of your executive compensatio...
08/29/2026

https://bit.ly/4d8hcP4 From equity awards to diversification, I can help you make the most of your executive compensation strategy.

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k)...
08/28/2026

Affected by corporate restructuring or a layoff? If so, you may have questions about how this change affects your 401(k) and restricted stock. I can help you navigate vested and unvested company stock, while also exploring a confident financial path. Let's connect.

https://bit.ly/4xsdHLO Your financial goals are unique — your plan should be too. I can help you create a strategy focus...
08/28/2026

https://bit.ly/4xsdHLO 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.

Learn more https://bit.ly/4qJ6e8r Executive compensation can be complex. I can help you make informed decisions about yo...
08/24/2026

Learn more https://bit.ly/4qJ6e8r Executive compensation can be complex. I can help you make informed decisions about your financial future.

Learn more https://bit.ly/4xYWJo5 Your wealth can help support the people and causes that matter most. I can help you pl...
08/23/2026

Learn more https://bit.ly/4xYWJo5 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.

https://bit.ly/4xhSAvy Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensatio...
08/22/2026

https://bit.ly/4xhSAvy Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions.

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfol...
08/22/2026

If you’re navigating a career change, you may have questions about your 401(k), restricted stock or whether your portfolio is overconcentrated. I’m here to help you explore 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

Website

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