Financial Advisors
Murfreesboro, TN
Lee Colvin is a CFP®-certified financial advisor with Edward Jones in Murfreesboro, offering comprehensive financial planning and investment management services. With credentials including CEPA® (Certified Exit Planning Advisor) and AAMS® (Accredited Asset Management Specialist), Lee helps individuals and business owners build wealth, plan for retirement, and navigate major financial transitions. Edward Jones combines personalized one-on-one guidance with a focus on long-term financial security rather than short-term market timing.
Ideal for: Business owners planning succession or exit, individuals seeking comprehensive retirement planning, high-net-worth clients wanting personalized wealth management, professionals building long-term investment strategies
Service area: Murfreesboro, TN and surrounding communities
CFP® and CEPA® Certifications: Lee holds multiple professional certifications including CFP® (Certified Financial Planner), CEPA® (Certified Exit Planning Advisor), and AAMS®, demonstrating expertise in comprehensive financial planning and business succession strategies.
Edward Jones Model: Access to Edward Jones's institutional resources and investment platform while maintaining personalized, local advisory relationships focused on individual client goals and circumstances.
Business Owner Specialization: CEPA® credential indicates specialized expertise in exit planning and business succession, making this advisor particularly valuable for business owners planning transitions or sales.
Address: 1715 S Rutherford Blvd, Murfreesboro, TN 37130
Phone: (615) 907-7056
Website: edwardjones.com
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