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Connell Lee, Financial Advisor serving the Fairfax, VA area - Ameriprise Advisors

Connell Lee

APMA®

Financial Advisor

Investment Specialist
Kuttin Wealth Management
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Estate Planning Strategies

Interests

I’m very involved with my local church, Beacon Hill Missionary Baptist Church, in Herndon, Virginia.

I love to play sports. I play basketball a few times a week with friends in the neighborhood at our local gym.

True joy comes from my family. I enjoy spending time with my wife, our three children, and our large extended family.

San Antonio is my hometown, and I love to visit family there as well.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • West Virginia State Univesity BA, Accounting 2000-2005

Community participation