Basic Information
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Company
Edward Jones -
Phone
281-516-1259 -
Mobile phone
832-928-3027 -
Email
david.m.lee@edwardjones.com -
What is your "why"? Why do you do what you do?
There are things I wish I had known in my 20s starting my career about the value of time in saving for retirement & investing. I work with families & small businesses to give them an advantage in preparing for retirement. -
About me
My passion is to help. I’ve spent a career in non-profits, education, & community organizations. Now I help my clients live the retirement they’ve always dreamed of. -
Profession
Financial Advisor -
Title
Financial Advisor -
Hobbies and interest
Kids & family, golf, travel, sports -
Website
http://www.edwardjones.com/david-m-lee
Contact Information
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City / Town
The Woodlands -
Describe your perfect referral
* Someone who has changed jobs and has an old 401k they need to take control of
* Someone who has some money to invest and needs help to know what the right decisions are.
* A small business that thinks a 401k plan would be too expensive to offer & implement. -
State
TX -
Zip
77375 -
Country
United States -
Special offers to the group
Free consultation & discounted services up to 20% -
Facebook Business Page URL
www.Facebook.com/davidmlee.edwardjones
Education
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College / University
University of Houston -
Graduation Year
1992 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) Have you thought about when you want to retire?
2) What does your dream retirement look like?
3) Do you know how much that will cost & how certain are you that you will be able to afford that dream? -
Describe How You Would Like To Be Introduced Via Email
Email, phone, or in person introduction.