Jeffrey Lewis

Jeffrey A. Lewis
Financial Advisor Private Client Group Truist Investment Services, Inc.

3318 W Friendly Ave

Suite 330,

Greensboro, NC 27410-4806

About me

Background

Jeff Lewis offers clients more than 33 years of financial services, retirement planning and investment management experience.

He began his career with Thomson-McKinnon Securities and Shearson Lehman Brothers, and later spent 19 years with Interstate/Johnson Lane and its successor, Wells Fargo Advisors.  In 2017, he moved his practice to Truist’s predecessor firm, BB&T Scott & Stringfellow. Jeff’s team provides comprehensive wealth management for multigenerational families. Providing high level client service and communication is the cornerstone of his practice.

Jeff and his team don’t subscribe to the “set it and forget it” model. They continuously monitor the market and economic environment allowing them to play offense or defense for clients when appropriate.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Marketing
UNC - Wilmington 1986
Stephens University at Wake Forest 2013

Personal Interests

Jeff and his wife, Kim, live in Summerfield. They have four children and, so far, three grandchildren.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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