Ryan Lee

About Ryan Lee

After working in the financial industry for nearly 20 years in various roles, I realized that serving clients and helping them understand their finances was the part of my job that I enjoyed the most and how I felt called to serve my community. I chose to join Edward Jones because I believe that there is not a more complete and all encompassing way that I can assist a client than I can as a financial advisor. Prior to joining Edward Jones, I was a client for over 12 years, and I saw first hand how my financial advisor was a true partner in helping my family work toward our goals. After graduating from the University of Southern Mississippi in December 2003, I moved back to my hometown of Vicksburg, MS to begin my career. I was very fortunate to work for a great organization for nearly 17 years and was able to serve in many roles in the banking industry. However, I continued to have a desire to work more holistically with clients. I want to serve the long term, serious investor who needs a partner to help them navigate the path to their financial goals. I believe my experience in other areas of the finance industry will give me a unique perspective as I assist clients whether they are young families, retirees, small businesses, non-profits, farmers, etc. My wife Lacey is a nurse, and we have two children, Nick and Olivia, that are growing up too fast. We are like everyone else with two busy kids. You are most likely to find us at the soccer fields, dance studio, or wherever else our kids are involved. I have been involved in many organizations over the years. I currently serve on the Vicksburg – Warren County Economic Development Foundation\'s board, Merit Health River Region advisory board, the Y\'s Men\'s Club board of directors, and we are members of First Baptist Church in Vicksburg, MS. My wife and I believe in our community and feel it is our duty to give back to it. When I do have any extra time, I enjoy hunting, fishing, pickleball, and watching the New Orleans Saints. Please reach out to me today at or r•••••••@edwardjones.com. It is the perfect time to start working toward your financial instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Associate

   Edward Jones

   Apr 2022 — Present · Vicksburg, MS, US

Education

• The University of Southern Mississippi

  Bachelor Science in Business Administration

  2001 — 2003

Skills

• Commercial Lending
• Credit Risk
• Banking
• Consumer Lending
• Commercial Banking
• Customer Service
• Credit
• Portfolio Management
• Loans
• Leadership
• Strategic Planning
• Small Business Lending
• Public Speaking
• Credit Analysis
• Financial Analysis
• Retail Banking