Edward Jones - Lee Donaldson

Personal finances are exactly that: personal! Similar to the trust you build with your physician about medical issues, when choosing a financial advisor, it is important to select someone with a wealth of practical knowledge, a passion to help people and someone you can trust.

Before coming to Edward Jones, I had the honor of serving our nation for over 26 years in the US Navy. During my time in service, I had the privilege of leading some of America's finest young men and women around the world and working as a team to achieve a common goal. A client of Edward Jones myself since 1996, I joined the Edward Jones team because I saw an opportunity to use my love of teaching, mentoring and service to help those in my community achieve their long-term goals.

I work with my clients to create customized strategies using our established five-step process, regularly review and adjust those strategies as the markets and goals change, and partner with them throughout their lives to help ensure we stay on track. I believe it is important that every client fully understands their investments and I take pride in explaining how it all works in non-technical terms and building a relationship built on mutual trust and respect.

Regardless of whether you have complex wealth and estate needs, are saving for a child's education, preparing for or living in retirement, own and operate a small business, or just started saving, I am here to help.

My beautiful wife, Shannon, was born in Mobile and after living around the world while we served in the Navy, she brought me home to Alabama. We have made the Huntsville/Madison area our forever home along with our three daughters, two sons and two dogs. We all enjoy hiking, golfing, riding my motorcycle and spending as much time as possible outside. Thank you for taking the time to learn a little about me and I look forward to meeting you and learning what is most important to you and your family.