Advisor profile


My approach

Kelly C Lee - My approach photo

What you can expect when you work with me

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.

Kelly C Lee - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • JD, Law, University of San Diego School of Law, San Diego, CA
  • BA, Economics, Texas A&M University, College Station, TX

Community participation

  • CASA of Travis County (Court Appointed Special Advocate)