Broker Check
Alexander Lewis, CPA, CFP®

Alexander Lewis, CPA, CFP®

Wealth Advisor

“I serve business owners and individuals who value family and faith.” – Alex Lewis

Alex is often asked why he chose this profession and his motivation is based on his core values: being impactful, authentic, and invested in education. He believes his role is to be a guide to those he serves, not only with their wealth but in their life and legacy. Alex believes the purpose of his business practice is to enhance the lives of his clients.

Alex serves business owners and individuals who value family and faith who need a knowledgeable advisor to lead them in all aspects of their financial lives. His clients want to be purposeful with their money and ensure that their assets will make an impact on the causes they are passionate about.

Clients know that Alex and his team will help them prepare them for their three biggest questions:

"Will my family be taken care of if something happens to me?"

"Will I reach my financial dreams and goals?"

"What is my business/personal legacy?”

Alex is motivated by helping clients go from hopeless to hopeful.

When he is not in the office Alex can be found spending time with his wife and son or golfing, enjoying the outdoors, and exercising.

 

Niche: Small Business Owners

Volunteer/Charity Work: Team in Training-Leukemia and Lymphoma Society

Most Recent Passport Stamp: Mexico

Education: Anderson University

Hidden Talent: Drummer

 

Check My Background with FINRA

Series 7 - General Securities Registered Representative - Held by LPL Financial

Series 66- Uniform Investment Adviser- Held by LPL Financial and Independent Advisor Alliance

CPA- Certified Public Accountant            

CFP®- CERTIFIED FINANCIAL PLANNER™ Practitioner       

CEPA- Certified Exit Planning Advisor     

Securities Registration States-  AL, FL, GA, IL, NC, OH, SC, TX