Juan Lewis
Financial Advisor @Fortis Lux Financial
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WORK HISTORY
Financial Advisor @Fortis Lux Financial
I focus on providing wealth management solutions to families, professional executives and business owners. Together with my team, I help affluent clients address their biggest concerns like:· preserving their wealth· risk management· mitigating taxes· taking care of their heirs· wealth transfer· charitable giving· employee benefits and retention services· retirement planning strategies· estate strategies· business continuation strategies
EDUCATION
Berkeley college
Bachelors, Business
Science skills Center
High School Diploma
ABOUT JUAN LEWIS
I am licensed to sell insurance in: NY, NJ, and PA and securities in: NY. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC 420 Lexington Avenue, Suite 2510, New York, NY 10••••••••00.
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