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The Lewis Group of Truist Investment Services, Inc. The Lewis Group of Truist Investment Services, Inc.

The Lewis Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

TheLewisGroup@Truist.com

Phone 804-787-1138

Fax 804-649-2916

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Who we are

The Lewis Group is an elite advisory practice focused on wealth transition planning and investment management for successful executives, entrepreneurs, institutional clients, high-net-worth individuals,  and their families.

The team is equipped with the knowledge and experience necessary to provide financial planning, tactical investment strategies, corporate and executive services, family legacy planning, customized credit solutions, wealth preservation, and estate transfer techniques.

Managing the complex needs of the affluent client in today’s rapidly changing economy requires a cohesive approach. Emphasizing impactful relationships, the team assists families with their goals of building and protecting their legacy, and maintaining unity and affluence across generations. By providing consultative guidance throughout the process, a client’s family’s mission can be achieved with purpose, passion, and planning.
Check the background of this investment professional on FINRA's BrokerCheck

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

John Lewis
John Lewis
Financial Advisor
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Joseph Bartholomew
Joseph Bartholomew, CIMA®
Financial Advisor
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Richard Blackwell
Richard Blackwell, AAMS®
Financial Advisor
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Kylie Roman
Kylie Roman, CFP®
Financial Advisor
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Michael Hofmeister
Michael Hofmeister, AAMS®
Financial Advisor
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Lindsay E. Dillon, CFP®, AAMS®
Lindsay E. Dillon, CFP®, AAMS®
Business Development Officer
Trevor C. Adams
Trevor C. Adams
Registered Client Service Associate
Rachel E. Canady
Rachel E. Canady
Client Service Associate
Lauren E. Hershey
Lauren E. Hershey
Client Service Associate
Ben Haynes
Ben Haynes
Registered Client Service Associate
Mission
Through purpose, passion, and planning, The Lewis Group helps clients find the meaningful objective of their wealth. Whether the most valuable determinant is lifetime legacy, friends, family, or community, the team’s mission is to build and protect wealth, and help families achieve their own vision of success and significance.

Values
We are passionate about building a strong rapport with clients and recognizes that trust is imperative in any relationship—especially in financial services. We appreciate the gravity of our fiduciary role and strive to provide the highest levels of service and confidentiality. The team works cohesively to establish a partnership that strengthens throughout the client’s financial journey.

Investment Philosophy
Successful wealth management is dependent on the development of a comprehensive financial strategy. We design investment solutions tailored to goals-based planning. The team is attuned to changes in personal circumstances and how they may impact that strategy. Within the context of changing markets, the economy and tax laws, the team is objectively disciplined and keeps the plan firmly on track.

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    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA SIPC and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC, AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, LLC.

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