Direct Line: 573-243-9018
Lee serves as Wealth Management Advisor for Steve Elefson. He facilitates the operations of daily business, corresponds with clients, and handles the maintenance and workflow of all client accounts.
He always thought a career in the financial services industry would be a fun career, especially while assisting those in reaching their financial goals. Lee started as an intern at Scottrade in the Mutual Funds department, which lead him to obtain his Series 7, 63, 66, 9, and 10 licenses and work the front office in Cleveland, Ohio. Most recently, he has worked at Edward Jones.
A native of Florissant, Missouri, Lee currently resides in Cape Girardeau, Missouri, with his wife, Dana, and daughter, Ava. He attended DeSmet High School and Lindenwood University, where he was a member on the swimming and diving teams. He is a current member of the Cape Girardeau Noon Optimists, and spends all other free time attending his daughter’s activities.