Edward Lee

Edward Lee

Financial Advisor

Edward has over 28 years of financial services experience. Edward has extensive knowledge of laws, rules, and regulations involving tax deferred savings plans as well as the North Carolina State Retirement program for public school employees. Edward has worked extensively with North Carolina School Employees in conducting a variety of different workshops built to address the financial issues that educators face today. Edward was a graduate of Appalachian State University in 1986 with a BSBA degree. He began his career in financial services in 1991. Edward was married to his beautiful wife Tamara in 1993 and they have three children. Edward can help you create a financial plan, a personalized “roadmap” that may help you solve your financial problems and may achieve your short and long term financial goals. Edward will work one on one with you to understand your current financial situation and your financial goals. Edward will then design and help you implement a financial plan that is customized to your needs. Edward holds FINRA Series 6, 63, and 65 securities registrations, as well as a life and health insurance license in North Carolina.

Phone (910) 673-7887