Jeff Lewis
Managing Director, Financial Advisor at Truist Investment Services, Inc at Truist Wealth
Based in Greensboro, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Greensboro
Industry
Financial Services
Company size
1.7K
Contact information
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j•••••••@truist.com
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Background
About Jeff Lewis
Mr. Lewis currently serves as Managing Director in the Private Client Group of Truist Investment Services, Inc, Truist Wealth in Greensboro. He began his career as a financial consultant with Thomson-McKinnon Securities and Shearson Lehman Brothers from 1988 to 1993. Prior to joining Truist predecessor firm, BB & T Scott & Stringfellow, he served as Senior Vice President at Stephens, and 19 years as Senior Vice President of Investments at Interstate/Johnson Lane and its successor Wells Fargo Advisors. Mr. Lewis holds a Bachelor of Science in Marketing from the University of North Carolina at Wilmington. He also is a graduate of Stephens University at Wake Forest and earned the designation of Chartered Retirement Planning Counselor (CRPC®) in 2007.
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