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You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you. I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, I can help you feel more confident, connected, and in control of your financial life.
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David Lee
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What’s the stock market outlook this year? Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects. (2:53)
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. (15:18)
At Ameriprise, a dedicated team of advisors is ready to help you when you need them. With an understanding of what’s most important to you, they can offer personalized advice based on your goals for today and tomorrow. Their guidance, combined with digital tools, help you track the progress toward your goals, anytime, anywhere. Working together, they can help you make your financial dreams a reality. (1:12)
Where could global economies be headed amid the outbreak? Russell Price, Ameriprise Chief Economist, sums up the near-term situation and whether it could cause a recession. (1:36)
The virus outbreak is dominating investors’ psyche. Focus on three main indicators of the potential business impacts. (0:49)
Adverse events such as the virus outbreak have the potential to cause an economic downturn. Learn about the prospect for a recession. (0:59)
Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)
Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.
Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)
After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.
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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about my practice. When you refer me, they will receive an email with a link to my website where they can learn about what it’s like to work with me and reach out for a complimentary consultation, if they choose. I look forward to the opportunity to help your friend or family members achieve their financial goals.
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Your referral will receive an email with a link to visit my website and contact me for a complimentary consultation form. I will be notified of your referral with your friend's contact information and may reach out to them directly.
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