Financial Advisors
Fredericksburg, VA
Edward Jones financial advisor Paul M Lee III, ChFC®|CEPA®, provides comprehensive financial advisory services including investment management, retirement planning, and wealth management strategies for individuals and families in the Fredericksburg area. With credentials as a Chartered Financial Consultant and Certified Exit Planning Advisor, Lee offers personalized guidance to help clients build and protect their financial futures. Edward Jones combines local service with the resources of a national firm to deliver tailored financial solutions.
Ideal for: Individuals and families seeking retirement planning, business owners planning exits or succession, investors wanting personalized wealth management
Service area: Fredericksburg, Virginia and surrounding areas
ChFC® & CEPA® Credentials: Paul Lee holds both Chartered Financial Consultant and Certified Exit Planning Advisor designations, demonstrating advanced expertise in financial planning and business transition strategies.
Local Edward Jones Office: Offers personalized, face-to-face financial advisory combined with the resources and research capabilities of Edward Jones, a nationally recognized financial services firm.
Address: 2302 Emancipation Hwy Suite A, Fredericksburg, VA 22401
Phone: (540) 645-5711
Website: edwardjones.com
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