I am Bryan Lewis, the President and Managing Partner of Lewis Wealth Management. I have 25 years of experience in the financial services industry. Over the years, I've had the honor of being recognized with awards such as the Wells Fargo Advisors Financial Network Platinum Council1 (formerly called Premier Advisor) for the years of 2021, 2022 and 2023.
My journey began with a degree in Political Science from Tulane University in 1992. I then worked as an assistant at the Sports Law Firm of Leigh Steinberg and Jeff Moorad, where my boss served as a consultant for the movie Jerry Maguire. After that, I attended law school at Samford University, passed the bar exam on my first try, and worked as a Corporate, Tax, and Estate Attorney at the Law Firm of Weener and Mason in Atlanta. In 2000, I transitioned into the role of a financial advisor at Robinson Humphrey, which became Smith Barney and eventually became a part of Morgan Stanley. In 2010 I made the move to Wells Fargo Advisors and now I continue to help clients achieve their financial goals at Lewis Wealth Management through Wells Fargo Advisors Financial Network.
I absolutely love teaching people how to build portfolios that match their risk tolerance and goals. There is nothing more rewarding than helping clients make smart investments and seeing them succeed in achieving their financial goals. My favorite part of my job is creating stock and bond portfolios tailored to my client’s individual needs.
Outside of work, I am passionate about golf and am a member of the Atlanta Country Club. During the summer, you will find me wake surfing on Lake Rabun, and in the winter, I love snow skiing out West. I am a huge Minnesota Vikings fan and enjoy going to concerts. My wife Amy and I have been married for 25 years, and we have two wonderful kids, Daniel (24) and Lindsey (21).
1The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.