Jay C. Lewis
Fiduciary Financial Advisor | Helping Clients Build Wealth & Secure Their Financial Future
- Role
- Investment Advisor at Forthright Capital Partners
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jay C. Lewis
Financial Planning • Retirement Planning • Wealth Management •…
Experience
Investment Advisor
Sep 2024 — Present
Education
The American College of Financial Services
CLU, Chartered Life Underwriter
Universidad de Salamanca - Spain
Intensive Spanish Culture and Language Study Abroad Program
1998
Texas McCombs School of Business
BBA Marketing & Government
1997 — 1999
Skills
- Executive Benefit Strategies
- Business Owner Planning
- Etfs
- Qualified Retirement Plans
- Wealth Transfer
- Investments
- Long-Term Care
- Fixed Annuities
- Stocks
- Executive Compensation Planning
- Estate Planning
- Multi-Generational Wealth Transfer
- High Net Worth Individuals
- Money Management
- Business Planning
- Wealth Preservation Planning
- Wealth Management
- Asset Management
- Holistic Financial Planning
- Retirement Planning
- Business Strategy
- Financial Services
- Business Sale
- Estate Tax Planning
- Disability Insurance
- Premium Financing
- Fixed Asset Management
- Retirement Income Strategies
- Employee Benefits
- Insurance
- Succession Planning
- Non-Qualified Deferred Compensation
- Financial Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- Life Insurance
- Finance
- Strategic Planning
- Multi-Generational Planning
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