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FINANCIAL ADVISOR

Brian J Lewis

8575 W Forest Home Ave Ste 180, Greenfield, WI 53228opens in a new window
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About Brian

I have been with Edward Jones since 2016. Prior to joining the firm, I had a career in restaurant management, where I gained extensive experience in customer service and how to run a successful business. My mission is to help individuals, families and small businesses achieve financial goals. When you work with me, you get a partner that will help organize, educate and coach you through various life stages all while helping keep your long-term goals in check.

Originally from Rockton, Illinois, I moved to Wisconsin and received my bachelor's degree from Carroll University and my master's degree in finance from...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

Work History

  • Edward JonesJanuary 2016 to Current

Education

  • Concordia University-MequonMaster of Business Admin

Team Members

  • Louise Pederson
    Sr. Branch Office Administrator
  • Kristi Angiolo
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(414) 529-3949

Fax

(888) 236-8079

Office Address

8575 W Forest Home Ave Ste 180
Greenfield, WI 53228opens in a new window

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