Patrick Lewis

Background

About Patrick Lewis

My mission is to earn the trust of my clients and their families through sound advice and honest conversations. As a Financial Advisor with Morgan Stanley, I create and actively maintain customized financial and retirement plans for affluent individuals, families and businesses that help address their specific needs, wants and goals for future years and generations. The cornerstone of my business is the personal level of service I offer, coupled with disciplined investment and risk management. I work for each client as if they were my own family, and strive to build lasting, multi-generational relationships built on trust and superior client service. I am a graduate of Montana State University, and am active in many local nonprofit organizations. My wife Jaclyn and I have been blessed by 4 wonderful daughters, spending time coaching, and cheering them on in all of their many activities, while enjoying the great outdoor activities of Montana. For more information visit my website. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.