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John Lewis

John B. Lewis
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Lewis Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

John.Lewis@truist.com

Phone 804-787-1138

Fax 804-649-2916

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About me

Background

As founding partner of The Lewis Group of Truist Investment Services, Inc. and the team’s family wealth director, John Lewis believes that engaging with clients, ensuring they understand the processes, and developing deep relationships are all necessary elements to helping clients address their long-term goals. John provides a consistent review process and extensive educational services through individual/family meetings, conference calls, and events. 

John began his career in 1986 at Central Fidelity Bank in Lynchburg. His vast experience in the financial services industry includes tenures with Lehman Brothers, UBS, Morgan Stanley, and Truist’s predecessor firm, BB&T Scott & Stringfellow, which he joined in 2014.

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

Education

Bachelor of Arts, History, Economics
Washington & Lee University 1986

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

Accomplishments

Top 400 Advisors*
Financial Times 2020
Top 400 Advisors*
Financial Times 2019
John Sherman Leadership Award
BB&T Scott & Stringfellow now Truist 2018
*Financial Times rankings are based on assets under management (AUM), AUM growth rate, years of experience, compliance record, industry certifications and online accessibility. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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    * Financial Times ranking based on assets under management(AUM), AUM growth rate, Years of experience, Compliance record, industry certifications and online accessibility. Financial Times 2020, 2019, 2016. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.

     

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