Lee McPherson
- Role
- Financial Advisor at Edward Jones
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Lee McPherson
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Experience
Financial Advisor
Jan 2020 — Present
Helping individuals achieve their serious, long-term financial goals while understanding their needs and implementing tailored solutions.*Building comprehensive financial plans through and established process by first understanding what is important to my clients *Building 401k, SEP, SIMPLE, and Profit sharing plans *Developing deep relationships based on trust and integrity to foster customized strategies and options for today\'s environment *Routinely meeting with clients to secure their financial goals *Working within networks of CPAs, attorneys, and tax professionals to promote holistic portfolio strategies.
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