Back
John Lewis

John B. Lewis

Private Advisor, Managing Director

As founding partner of Lewis Wealth Partners, 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, Truist’s predecessor firm, BB&T Scott & Stringfellow, and Truist.

John earned his Bachelor of Arts in History and Economics from Washington & Lee University.

*John has been ranked in Financial Times Top 400 Advisors in 2019 and 2020.

 

*The Financial Times “Top 400 Advisors” rankings discussed above were designated in 2019 and 2020 and last for a period of one year until new rankings are released.

Financial Times rankings are based on assets under management (AUM), AUM growth rate, years of experience, compliance record, industry certifications and online accessibility.