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WORK WITH ME

If you read my work and are interested bringing me on as your financial advisor, I am more than open to that opportunity.

Before we officially begin working together, though, I would like to schedule a discovery call with you to get a better idea of your dreams, fears, and goals you’re looking to accomplish.

You can reach out to schedule the call by filling out the form below, and if you’d like to learn more about my practice in the meantime, please visit Modern-Wealth.com to get a better idea of what my team and I bring to the table.

Schedule a complimentary discovery call?

Jennifer Lee

Want to keep the conversation going?

If you'd like to learn more, please
feel free to visit my financial site,
Modern-Wealth.com

LEARN MORE
Jennifer Lee Logo

941-251-0510 | booking@squeezethejuicebook.com |Squeeze the Juice Call 
Looking for Financial Advising? Visit me here: Modern-Wealth.com

Securities offered through Cambridge Investment Research, Inc., a Broker Dealer, Member FINRA/SIPC to residents of CA, FL, GA, ME, MD, NH, NY, OH, PA, VA.
Advisory Services offered through Cambridge Investment Research, Inc., a Registered Investment Adviser. Cambridge is not affiliated with Modern-Wealth, LLC.
Cambridge Investment Research--Form CRS. Cambridge Investment Research Advisors--Form CIRA