Edward Jones - Financial Advisor: Lee D Humphrey Jr, CFP®|ChFC®|CEPA®|AAMS®|CRPC™|CRPS™

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax planning

About

Lee D Humphrey Jr is a Certified Financial Planner (CFP®) and financial advisor based in Billings, Montana. He provides a range of financial services including retirement planning, education savings strategies, and tax-smart investment guidance. As part of Edward Jones, Lee emphasizes the importance of face-to-face conversations to understand and meet the financial goals of his clients. He serves individuals and families looking to build long-term wealth and prepare for significant life events.

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