Manzanita Wealth Management Solutions

Lee A. Iredell, CFP®

928-710-2710 L.iredell@manzanita-wealth.com

I moved West after college, settling in Northern Arizona, where I was hired at Bank of America Investment Services in downtown Prescott - first as a licensed sales assistant and later becoming a financial advisor at a regional broker dealer firm. After several years spent building my practice, I was recruited into a role in investment product distribution where I served in senior management positions at industry-leading firms for more than two decades. In late 2021 my husband and I saw an opportunity to move back to Prescott, allowing me to return to my financial services “roots” and restart my own personal practice.

As a CFP® professional, I know I am doing meaningful work when clients have confidence that the plan we have put into place is sound, aligned with their purpose and vision and will enable them to pursue their personal and financial goals even as life takes its inevitable turns along the way. My approach is through deep discovery, learning what is most important to my clients - whether individuals, families, business owners, nonprofits or other entities, and creating bespoke plans tailored to them. We build flexibility into each plan, enabling adjustments along the way with a goal to ensure we stay on track through all market cycles.