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Jennifer M Lewis, Financial Advisor

FINANCIAL ADVISOR
Jennifer M Lewis

AAMS™
5478 Apex Peakway, Apex, NC 27502opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Divorce Finances
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

About Jennifer M

My passion as a financial advisor is to help my clients accumulate, build, protect and transfer wealth. Wealth means different things to different people, and when I understand that in relation to each individual, the journey begins. My life experiences and my work history have allowed me to grow my interpersonal skills and strive for exemplary customer service. As a divorcee myself, and having navigated college with my two sons, I understand first-hand the struggles of saving and which areas need the most attention. After losing my only sibling unexpectedly and seeing the trail of "unfinished business" left to his...

Work History

  • Edward JonesNovember 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of TulsaBachelor of Fine Arts

Personal Interests

  • Traveling
  • Gardening
  • Home Improvement
  • Movies & Entertainment
  • Camping

Team Members

  • Kaitlynne LaVerdure
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(919) 387-7313

Fax

(855) 379-2942

Office Address

5478 Apex Peakway
Apex, NC 27502opens in a new window

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