Connell  Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Connell Lee, CFP®

Ameriprise Financial

3554 Chain Bridge Rd, Ste 205
Fairfax, VA 22030-2709
FINANCIAL ADVISOR'S WEBSITE
(703) 986-3490 CONNECT WITH Connell
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General

Connell Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Fairfax, VA and the surrounding communities.

Financial Advisor Overview

My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with me, you receive: 1:1 financial advice based on your goals and needs. Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Regular meetings to review your goals, progress and investments. Anytime access to your investments and digital tools to help you stay on track.

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Financial Advisor Experience

17 Years of Experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - APMA®

Insurance Licenses

  • Life insurance: VA, MD, DC
  • Fixed annuities: VA, MD, DC
  • Variable annuities: VA, MD, DC

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

Connell Lee 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. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources