Michael Lewis
Helping Families & Caregivers Navigate the Financial Side of Aging, Mental Health & Addiction | Personalized, Holistic Consulting
- Role
- Chief Behavioral Officer at Family Legacy Financial Solutions
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Michael Lewis
Most costly financial mistakes are not caused by lack of information. They happen when…
Experience
Chief Behavioral Officer
Family Legacy Financial Solutions
Mar 2024 — Present · Cary, NC, US
Family Legacy Financial Solutions is full-service wealth management firm committed to growing, protecting, and when the time comes, transferring wealth to future generations in a tax-efficient manner. My specialization is in working with families who have loved ones navigating mental health issues, substance misuse, and aging disorders, by providing tailored financial solutions and empathetic support to meet their unique needs.
Education
Duke University - The Fuqua School of Business
MBA
Union College
BS
Union College
Bachelor of Science - BS
1974 — 1978
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