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Lee Roberts, Financial Advisor serving the Knoxville, TN area - Ameriprise Advisors

Lee Roberts

CFP®

Financial Advisor

Northshore Financial Group
25
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

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Carson-Newman College, Bachelor of Science, Business Administration
  • Carson-Newman College, Bachelor of Education, Business

Community participation

  • Member and Sunday School Teacher of First Baptist Church of Powell
  • Board of Directors for Yoke Youth Ministries
  • Head Basketball Jr. Varsity Middle School Coach- First Baptist Academy

Interests

  • I enjoy spending time with my wife Nicole and four kids.
  • My favorite hobbies are golfing, water sports, and fishing.
  • I enjoy working with youth.
  • My wife and I are both certified open water scuba divers.