Brad V. Lewis
Financial Advisor @United Financial Advisors, Inc
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WORK HISTORY
Financial Advisor @United Financial Advisors, Inc
Fort Smith, AR, US
Guide businesses owners to start and manage employer-sponsored plans• Build customized tax-advantaged portfolios • Assist clients with stock options and deferred compensation planning• Connected clients and charities for tax-advantaged giving/estate planning
EDUCATION
University of Central Arkansas
Bachelor of Business Administration - BBA, Finance, General
ABOUT BRAD V. LEWIS
Phone: 47••••••66 | Email: b••••••@ufadvisors.net | Disclosures: ufadvisors.netI help business owners, executives, and professionals turn complexity into clarity, preserving and growing wealth through thoughtful, personalized financial planning.What does that really mean?It means I listen first.Every client’s story is different. Before we talk about investments, tax strategies, or retirement plans, I take the time to understand your goals, your values, and the challenges that keep you up at night. Only then can we build a plan that fits your life.My role is to be your trusted advisor in moments of growth, transition, and uncertainty. Whether you\'re navigating a business exit, optimizing executive compensation, changing jobs, or preparing for retirement, I bring technical expertise and a consultative approach to help you move forward with confidence.Because in the end, financial planning isn’t just about charts and software, it’s about trust, clarity, and having someone in your corner who sees the full picture.If you\'re looking for a long-term relationship with an advisor who shows up in both the best and hardest times, let’s connect. I offer complimentary 15- or 30-minute strategy sessions to explore what’s possible.
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