J David Lewis

Financial Advisor / Firm Founder

Develop relationships that help people build and enjoy wealth.

Career Roadmap

My work combines:

My work combines:

Entrepreneurship

Business

Helping People

Day to Day

I will be among our staff, more or less leading, as we collaborate to understand our clients' personal and financial issues, such that we can draw on resources we have or can access to improve our clients' satisfaction with their life. Communicating with clients, as we help them make changes in the ways they manage their resources, for an improved life, is an important and rewarding part of this process.

Advice for Getting Started

Here's the first step for college students

I don't believe there is any way to do this work without a solid understanding of investment, tax, insurance and cash flow principals. However, there are many other issues that are also very important to understand. We must understand the interplay between financial resources and the personal lives of our clients. So, we should understand as much as possible about human nature, psychology etc.

Recommended Education

My career is not related to what I studied. I'd recommend this path instead:

Bachelor
Investments and Securities

Graduate
Financial Planning and Services