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John E. Lee, Jd, Cfp® Email & Phone Number

Personal Financial Counselor at Zeiders Enterprises, Inc. at Zeiders Enterprises, Inc.
Location: Corpus Christi, Texas, United States 6 work roles 3 schools
1 work email found @zeiders.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Work email j****@zeiders.com
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Current company
Zeiders Enterprises, Inc.
Role
Personal Financial Counselor at Zeiders Enterprises, Inc.
Location
Corpus Christi, Texas, United States
Company size
750 employees

Who is John E. Lee, Jd, Cfp®? Overview

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John E. Lee, Jd, Cfp® is listed as Personal Financial Counselor at Zeiders Enterprises, Inc. at Zeiders Enterprises, Inc., a company with 750 employees, based in Corpus Christi, Texas, United States. AeroLeads shows a work email signal at zeiders.com and a matched LinkedIn profile for John E. Lee, Jd, Cfp®.

John E. Lee, Jd, Cfp® previously worked as Personal Financial Counselor at Zeiders Enterprises, Inc. and Private Wealth Advisor at Asset Management Advisors Inc. John E. Lee, Jd, Cfp® holds Tax Law/Taxation from Concord Law School At Purdue University Global.

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Email format at Zeiders Enterprises, Inc.

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*@zeiders.com
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AeroLeads found 1 current-domain work email signal for John E. Lee, Jd, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About John E. Lee, Jd, Cfp®

Results-driven professional with significant, demonstrable expertise in asset management, portfolio management, financial planning, sales, and marketing. Exceptional communicator who identifies needs, establishes credibility, and anticipates concerns throughout the client engagement cycle. Leverages subject matter expertise to recommend solutions that meet each prospect’s unique requirements.Proven closer and exceptional relationship manager who cultivates loyalty, solicits referrals, and seeks to make every client a lifelong customer. Dynamic, strategic, and highly motivated. Well-connected networking resource with access to numerous high-quality contacts and referrals. Thrives in fast-paced, high-stakes environments where priorities compete and change. Selected Career Highlights:Attained record sales results for two consecutive years leading a Wealth Management Advisor team at TIAA-CREF.Delivered 300% growth in financial plans inventory at Lincoln Financial.Within only nine months, generated a 128% increase in fees.Tripled assets under management at an Edward Jones branch in under two years. Within the first six months of tenure, achieved #1 regional ranking and won a production award trip, setting a company record. Out of 1000+ advisors, ranked in the top 10-15% nationally for Merrill Edge.

Current workplace

John E. Lee, Jd, Cfp®'s current company

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Zeiders Enterprises, Inc.
Zeiders Enterprises, Inc.
Personal Financial Counselor at Zeiders Enterprises, Inc.
woodbridge, virginia, united states
Website
zeiders.com
Employees
750
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Company profile
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6 roles · 27 years

John E. Lee, Jd, Cfp® work experience

A career timeline built from the work history available for this profile.

Assistant Vice President

Merrill Edge
  • Serve as a primary point of contact for Mass Affluent customers, charged with deepening client relations and channeling business to appropriate internal service providers.
  • Cultivate a robust sales pipeline via walk-in engagement and targeted sales activities.
  • Leverage comprehensive needs assessments, solution recommendations, and strategic relationship management to convert prospects to Merrill customers.
  • Build customized portfolios based upon each client’s unique needs and risk tolerance.
  • Utilize advanced lead management strategies to maximize opportunities and make internal referrals.
Nov 2011 - Jan 2016

Wealth Management Director

Tiaa-Cref
  • Achieved rapid promotion to a senior leadership role, charged with coaching, training, and mentoring the Wealth Management Advisor team assigned to the Southern California territory.
  • In a previous position as Wealth Advisor, provided leadership and strategic direction to the attorneys and professional money managers who created financial and retirement plans for high net worth clients in the.
  • Promoted the Wealth Management program to executive stakeholders at the company’s largest institutions.
  • Crafted impactful RFP responses that clearly articulated the organization’s value-added capabilities and supported client acquisition efforts.
  • Acted as a trusted advisor to key influencers across the medical and academic industries. Attained accreditation to offer planning services to university and medical school presidents, one of only a handful of advisors.
  • Served as the compliance manager for the territory OSJ.
Aug 2005 - Jun 2009

Regional Director, Financial Planning

Lincoln Financial Advisors
  • Sourced, recruited, developed, and managed an elite team of 40 financial planners for a company subsidiary with $90B in assets under management.
  • Helped direct reports achieve their highest career potential by delivering comprehensive training in the areas of case design, marketing, and sales strategy.
2003 - 2004 ~1 yr

Branch Manager

Edward Jones
  • Maintained full leadership and final responsibility for asset portfolio development and management.
  • Created marketing strategy, promotions, sales seminars, and presentations. Oversaw branch operations and provided direct account management services to a diverse client portfolio.
  • Successfully marketed stocks, bonds, and derivatives to individuals, corporations, and trust companies.
1999 - 2002 ~3 yrs
Team & coworkers

Colleagues at Zeiders Enterprises, Inc.

Other employees you can reach at zeiders.com. View company contacts for 750 employees →

CB Charlettia Burch Charlettia Burch Colleague at Zeiders Enterprises, Inc.Carrollton, Virginia, United States, United States View → AT Andrew Thomas Mba, Afc Andrew Thomas Mba, Afc Colleague at Zeiders Enterprises, Inc.Virginia Beach, Virginia, United States, United States View → SB Sarah Burke Sarah Burke Colleague at Zeiders Enterprises, Inc.Rochester, New York Metropolitan Area, United States View → SA Sue Anderson Sue Anderson Colleague at Zeiders Enterprises, Inc.Hampton, Virginia, United States, United States View → KH Kristin Hernandez Kristin Hernandez Colleague at Zeiders Enterprises, Inc.Rota, Andalusia, Spain, Spain View → MB Michelle Budzien Michelle Budzien Colleague at Zeiders Enterprises, Inc.Woodbridge, Virginia, United States, United States View → HD Hanna Debruhl Cmcs, Ccsp, Gcdfi Hanna Debruhl Cmcs, Ccsp, Gcdfi Colleague at Zeiders Enterprises, Inc.Hartsville, South Carolina, United States, United States View → MC Mary Cullen Mary Cullen Colleague at Zeiders Enterprises, Inc.San Diego, California, United States, United States View → A( Aubree (Robitzer) Hiscox, M.Ed, Cwdp Aubree (Robitzer) Hiscox, M.Ed, Cwdp Colleague at Zeiders Enterprises, Inc.Quakertown, Pennsylvania, United States, United States View → DM Dashone Merritt Dashone Merritt Colleague at Zeiders Enterprises, Inc.Chesapeake, Virginia, United States, United States View →
3 education records

John E. Lee, Jd, Cfp® education

FAQ

Frequently asked questions about John E. Lee, Jd, Cfp®

Quick answers generated from the profile data available on this page.

What company does John E. Lee, Jd, Cfp® work for?

John E. Lee, Jd, Cfp® works for Zeiders Enterprises, Inc..

What is John E. Lee, Jd, Cfp®'s role at Zeiders Enterprises, Inc.?

John E. Lee, Jd, Cfp® is listed as Personal Financial Counselor at Zeiders Enterprises, Inc. at Zeiders Enterprises, Inc..

What is John E. Lee, Jd, Cfp®'s email address?

AeroLeads has found 1 work email signal at @zeiders.com for John E. Lee, Jd, Cfp® at Zeiders Enterprises, Inc..

Where is John E. Lee, Jd, Cfp® based?

John E. Lee, Jd, Cfp® is based in Corpus Christi, Texas, United States while working with Zeiders Enterprises, Inc..

What companies has John E. Lee, Jd, Cfp® worked for?

John E. Lee, Jd, Cfp® has worked for Zeiders Enterprises, Inc., Asset Management Advisors Inc, Merrill Edge, Tiaa-Cref, and Lincoln Financial Advisors.

Who are John E. Lee, Jd, Cfp®'s colleagues at Zeiders Enterprises, Inc.?

John E. Lee, Jd, Cfp®'s colleagues at Zeiders Enterprises, Inc. include Charlettia Burch, Andrew Thomas Mba, Afc, Sarah Burke, Sue Anderson, and Kristin Hernandez.

How can I contact John E. Lee, Jd, Cfp®?

You can use AeroLeads to view verified contact signals for John E. Lee, Jd, Cfp® at Zeiders Enterprises, Inc., including work email, phone, and LinkedIn data when available.

What schools did John E. Lee, Jd, Cfp® attend?

John E. Lee, Jd, Cfp® holds Tax Law/Taxation from Concord Law School At Purdue University Global.

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