Lee Callaway Ameriprise Financial Advisor in Houston, TX

AAMS®, CRPC®

Advanced Financial Advisor

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	Address 10375 Richmond Ave Ste 600 Houston, TX 77042-4170

(713) 260-1309
lee.a.callaway@ampf.com

I help people meet the challenge of financing the present while planning for the future. I work with my clients on the issues that matter most to them: funding their children's education, effective retirement planning and personalized investment advice to help maximize their earnings. I'd like the opportunity to work one-to-one with you to offer individualized advice to help you feel more in control of your finances — present and future.

More people come to Ameriprise for financial planning than any other company.¹

I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct certain business in CA, CO, FL.
CA Insurance License #OE99005

Areas of Focus

Investment Advice
Income Tax Planning Strategies
Retirement Planning Strategies
Small Business
Domestic Partner Planning
Protection and Insurance
Estate Planning Strategies
Family Planning/Family Changes
Saving for Education
Asset Allocation
General Financial Planning

Qualifications

PhD, 1970, Nutrition, University of California, Berkeley,CA

Community Service

University of Houston, Downtown, member of fundraising committee for Red Rose Ball, Houston, TX
Director & Treasurer, Oxford Association Board, Houston, TX
Coordinator for local AMPF office, AIDS Foundation, Houston, TX

Office hours

Monday: 7:00 a.m. - 6:00 p.m., or By Appointment
Tuesday: 7:00 a.m. - 5:00 p.m., or By Appointment
Wednesday: 7:00 a.m. - 4:00 p.m.
Thursday: 7:00 a.m. - 8:00 p.m.
Friday: 7:00 a.m. - 2:00 p.m., or By Appointment
Saturday: By Appointment
Sunday: Closed

1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.

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Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER^TM professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc., as of Dec. 31, 2007.