Edward Jones - Financial Advisor: Lee Schram

Edward Jones - Financial Advisor: Lee Schram As your financial advisor, I want to understand what's important to you - your goals and your dreams for the future. Eau Claire. John the Baptist Parish.

We will then work with you using an established process to develop personalized strategies that will help you achieve your goals, and partner together throughout your life to help keep you on track. Prior to joining Edward Jones in 2014, I served honorably as a decorated officer in the U.S. Marine Corps for more than 20 years before moving my family back to Northeastern WI. Throughout my life, I h

ave served others and adhered to the highest ethical standards: integrity, selflessness and commitment. During my military service, I held the designation as a Command Financial Specialist and volunteered my free time providing financial education and advice to help others. I earned a master's of science degree in financial planning from Kansas State University in 2010 (4.0 GPA), a master's of arts degree in national security and strategic studies from the U.S. Naval War College in Newport, RI and a bachelor's of business administration in finance from U.W. I grew up in Sturgeon Bay, WI and after my military career moved to the Howard-Suamico area with my two children and our German Shepherd. I am an active member of the community, serving on the board of the Northeastern Wisconsin Veterans Memorial, and as a member of the Howard-Suamico Business and Professional Association and Military Officers Club of Northeast Wisconsin. My children and I also usher as members at St. My branch office administrator, Angela Dorner-Bartol, has been a lifelong resident of the Howard-Suamico community. Angela is dedicated to providing you with the highest level of service. Angela and I work together as a team to leverage our resources, understand your needs and make sure we are focused on what is most important to you. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.
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Thanks to all who contributed to this year’s Toys for Tots drive. Your support brightened Christmas for many children in...
12/29/2025

Thanks to all who contributed to this year’s Toys for Tots drive. Your support brightened Christmas for many children in our community.

Bring Joy to a Child in Need: Marine Corps Reserve Toys for Tots toy drive. Help us brighten a child's life by participa...
11/12/2025

Bring Joy to a Child in Need: Marine Corps Reserve Toys for Tots toy drive.
Help us brighten a child's life by participating in our toy drive. Please drop off new, unwrapped toys at our office during normal business hours , now through Thursday, December 11th, 2025.

If you are an online shopper, you may have the items delivered to:
Edward Jones - Lee Schram
2784 Deerfield Av E, Ste 1
Suamico, WI 54173

This is a wonderful chance to make a positive impact in our community this season

Please note: We cannot accept monetary donations, including gift cards.

Summer’s heating up, and so is the market. Strong returns and low volatility have buoyed investor sentiment, but a pivot...
07/28/2025

Summer’s heating up, and so is the market. Strong returns and low volatility have buoyed investor sentiment, but a pivotal week ahead could shake things up. We explore short-term risks and share our cautiously optimistic view for the rest of 2025 in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

Despite the uncertainty that began earlier this year, markets have been able to climb several walls of worry, supported ...
07/21/2025

Despite the uncertainty that began earlier this year, markets have been able to climb several walls of worry, supported by solid economic fundamentals. We share our outlook for the back half of the year: https://bit.ly/4m9Ejev

Stocks held near record highs, new tariffs were announced, and the H.R. 1 bill was signed into law. We dig into what the...
07/14/2025

Stocks held near record highs, new tariffs were announced, and the H.R. 1 bill was signed into law. We dig into what the past week or so might mean for investors: https://bit.ly/40OlvZO

The first half of 2025 provided plenty of twists and turns for investors. With the second half of the year likely to bri...
07/07/2025

The first half of 2025 provided plenty of twists and turns for investors. With the second half of the year likely to bring its own share of uncertainties, we highlight three key themes and corresponding portfolio opportunities to help investors navigate the second half: https://bit.ly/4nAc2z5

While momentum is likely on investors' side in the near term, there are key catalysts in the weeks ahead that markets wi...
06/30/2025

While momentum is likely on investors' side in the near term, there are key catalysts in the weeks ahead that markets will have to digest: https://bit.ly/4lApl0Q

With both policymakers and markets likely to remain in wait-and-see mode through the summer, we explore five key questio...
06/23/2025

With both policymakers and markets likely to remain in wait-and-see mode through the summer, we explore five key questions that could shape the second half of 2025: https://bit.ly/4epSfhF

As we head to the second half of the year, there are several catalysts to monitor: trade negotiations with China and oth...
06/16/2025

As we head to the second half of the year, there are several catalysts to monitor: trade negotiations with China and other economies, a potential tax bill in the U.S. and ongoing geopolitical tensions: https://bit.ly/3HJChmf

Summer isn't typically associated with tests, but this year may be an exception for markets. We share our views on key m...
06/09/2025

Summer isn't typically associated with tests, but this year may be an exception for markets. We share our views on key market and economic drivers ahead of a potentially eventful next couple months.

A summary of last week's market highlights and economic news.

Markets were focused largely on two drivers – mega-cap tech earnings and tariff headlines – this past week. Get our anal...
06/02/2025

Markets were focused largely on two drivers – mega-cap tech earnings and tariff headlines – this past week. Get our analysis and considerations for investors in this backdrop in our latest Weekly Market Wrap: https://bit.ly/4jxF3rU

Estate planning isn't only for the wealthy. By not putting your own plan in place, you have a "strategy" by default – th...
05/29/2025

Estate planning isn't only for the wealthy. By not putting your own plan in place, you have a "strategy" by default – the laws of your state.

Learn how and where to start

Address

2784 Deerfield Avenue E
Suamico, WI
54303

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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+19204343526

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