Lewis Financial Information
Contact top employees from
Lewis Financial
Summary
Lewis Financial is committed to solving specialized needs that are typically not being addressed within the independent financial services marketplace. Specifically, Lewis Financial works with those c...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Financial Planning, Wealth Managment, Fee Based Planning, Retirement Planning, Estate Planning, Business Planning, Risk Management, Investment & Advisory Services
Founded
2009
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Lewis Financial shows a diverse range of experience levels:
6% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years17% for 5–7 years6% for 8–10 years39% have over 11 years of service at Lewis FinancialEx-employees positions
In Company
In New Company
Contact top employees from
Lewis Financial
Jason Lewis CLU®
Founder
Michael Bruce
Director of Investment Research
Casey Lewis
Chief of Staff and Lead Advisor
Ashley Tate
Director of Operations
Maclen Lewis
Wealth Management Advisor
Andrew Lewis
Principal
