Bryan Lewis
Financial Advisor at CAPTRUST
- Role
- Financial Advisor at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bryan Lewis
A graduate of Randolph-Macon College in Virginia with a BA in Mathematics minor in…
Experience
Financial Advisor
Aug 2020 — Present
Education
Randolph-Macon College
Bachelor of Arts (BA), Mathematics
1992 — 1997
Strayer University
Masters (MSAC), Accounting
2006 — 2008
Skills
- Retirement Plan Consulting
- Retirement
- Strategic Financial Planning
- Mutual Funds
- Financial Services
- Financial Advisory
- Profit Sharing
- Iras
- Finance
- Pensions
- 403 B
- Investment Strategies
- Defined Benefit
- Esop
- Personal Financial Planning
- Investment Advisory
- Defined Contribution
- Erisa
- 401k Rollovers
- Pension Administration
- Financial Planners
- 401k
- Retirement Planning
- Employee Benefits
- Pension Funds
- Institutional Investments
- Series 6
- Insurance
- Qualified Retirement Plans
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