Lee McMullen

Lee McMullen is a Volunteer Educator for the Financial Education Partnership, one of the largest and fastest going 501(c)(3) nonprofits in the country, providing free educational resources to the public.

Lee has been a Financial Services Professional over 20 years. Starting in the banking industry, to Investment Broker, Financial Advisor with a top tier firm and now as an Independent Financial Professional.

Lee is committed to helping people with strategies that help them achieve their financial goal and reach the meaningful moments in their lives. His goal is to provide his clients with customized plans that are based on their goals and priorities. To identify and help minimize his clients’ exposure to risk and protect assets, he takes a comprehensive planning approach, specifically designed to assist clients make informed decisions. His current focus is on Pre & Post Medicare Eligibles, Retirement Planning and Estate Planning.

Lee resides in the beautiful Roanoke Valley of Virginia with his wife, LuJuan. He enjoys the outdoors, golfing and spending time with family. He also serves as President of the Board of Directors for the Anne Spencer House and Garden Museum in Lynchburg, Virginia.