Advisor profile


My approach

Brian C Lee - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Brian C Lee - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS in Business Administration, University of South Carolina, Columbia, 1996

Interests

  • Golf
  • Travel
  • Community Involvement

Community participation

  • Current President of the Rotary Club of Blythewood
  • Active member of Northeast Presbyterian Church