Lewis Advisory Group is committed to providing you the best possible financial service possible.
Mr. Lewis holds the Certified Investment Management Analyst designation, administered by Investment Management Consultant Association and taught in conjunction with The Wharton School, University of Pennsylvania.
In 1984, Mr. Lewis began his career at Morgan Stanley & Co. and its predecessor firm, Dean Witter Reynolds, Inc., spending over 25 years there before forming Lewis Advisory Group in 2009.
He earned his B.A. from Yale University in 1983, and his M.A. from San Diego State University in 1991.