Edward Jones

Lee Wealth Management, located in Waterloo, IA, offers a comprehensive range of financial planning services tailored to meet the needs of clients at various stages of their careers, from those just starting out to individuals nearing retirement. Their expertise spans six primary categories, including investment, retirement, risk, education, estate, and business planning strategies. Led by a team of seasoned advisors, including Bradford Lee, Elijah Lee, and Bob Moore, the firm emphasizes a proactive approach to financial management, aiming to build, manage, preserve, and transition wealth effectively. Clients are encouraged to utilize extensive resources, such as newsletters and research reports, to enhance their financial strategies and achieve their goals. Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

As a financial advisor, I enjoy working with clients to help them with their assets, help make investment choices, and develop financial strategies to help pursue their financial goals. Believing that the best way to do business is with integrity and loyalty; it is so important to seek and develop trusting relationships with my clients, their families, and their friends. But above all, the most rewarding part of my job is doing what is best for the client.