Casey Lewis

Chief of Staff and Lead Advisor at Lewis Financial

Role: Chief of Staff and Lead Advisor at Lewis Financial
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

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About Casey Lewis

Casey Lewis is a Lead Advisor with the Lewis Financial Group. The firm\'s vision is…

Experience

Chief of Staff and Lead Advisor
Lewis Financial
Apr 2021 — Present · Philadelphia, PA, US

Education

University of South Carolina
Economics
University of South Carolina
Logistics, Materials, and Supply Chain Management

Contact information

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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About Casey Lewis

Experience

Chief of Staff and Lead Advisor

Education

University of South Carolina

University of South Carolina

Find verified contacts for anyone on LinkedIn