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Lee S

Series 66

Suamico, WI

Edward Jones

Lee Schram is a Series 66-licensed financial advisor with Edward Jones in Suamico, WI. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide. The firm operates under a fiduciary standard and provides services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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