Team photo for Palmer Wealth Advisors
Palmer Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

Lee J Palmer III, Private Wealth Advisor serving the Baton Rouge, LA area - Ameriprise Advisors

Lee J Palmer III

Private Wealth Advisor

Palmer Wealth Advisors

An Ameriprise Private Wealth Advisor

28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 28 reviews
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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
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Education

  • Loyola University BBA Finance and Accounting 1997

Awards & recognition

  • Ameriprise Circle of Success, 2006 - 2020

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Spending time with family and friends
  • Running, biking, fishing

Connect with us

Palmer Wealth Advisors

Lee J Palmer III may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.