About

Lee Iredell

Financial Advisor, Edward Jones Investments

I began my career in the financial services industry in Prescott, AZ, starting at Bank of America Investment Services as a licensed sales assistant in the three local bank branches in Prescott and Prescott Valley - and later becoming a financial advisor with a regional broker/dealer, also based in Prescott.  In January of 2000, I transitioned to the role of a wholesaler and product manager for the product creation/capital markets side of the industry, where I spent more than 20 years traveling and supporting the education of financial advisors and their clients across the United States with a focus on addressing the income needs and tax efficiency within investment portfolios.

After 20 years based in the Phoenix market, my husband, TJ, and I decided to relocate back to Prescott where I again work directly with clients to help them achieve their financial goals and objectives and to help them to determine the best, tailored solutions for their specific situation. It is deeply rewarding to again serve my clients and their families with strategies that will help them to prosper throughout all aspects of their lives.

At Edward Jones, we offer the investments, services, and tools our clients need to work toward their financial future, whether individuals or businesses- including wealth management, retirement planning, education planning, cash management and insured bank deposits, money markets and CDs, annuities, stocks, bonds, mutual funds, exchange traded funds, long term care, term and permanent life insurance, (including business succession plan and key person coverage) and more.  We strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.  I hope that you will reach out to me to learn more about how we can work together.  Call the office to schedule time to meet or reach out to me any time directly or via LinkedIn to get the conversation started.  I look forward to hearing from you!