Cliff Lewis

Cliff Lewis
Premier Advisor

270 N Kimball Ave

Southlake, TX 76092-6676

About me

Background

Cliff Lewis is a Premier Advisor with over 15 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, he develops recommendations tailored to his clients’ needs, priorities, and preferences. Cliff’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short and long-term goals.

Check the background of this investment professional on FINRA's BrokerCheck

Personal interests

Cliff is active in the local community, giving back through the Leukemia and Lymphoma Society, Leukemia Texas, the Jordan Elizabeth Harris Foundation, and his church. He was recognized as the Honored Hero for Leukemia and Lymphoma's 2018 Light the Night event in Fort Worth, TX.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles