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portrait of Lewis S Schwartz
FINANCIAL ADVISOR

Lewis S Schwartz

AAMS™
1911 E Washington St Ste 700, Idabel, OK 74745opens in a new window
CallSend Me a Message

About Lewis

As your financial advisor, I believe it is important to invest my time to understand what is important to you. Working closely with your CPA, your attorney and other professionals, I use an established process to help you build a personalized financial strategy for you and your family. Does that include working towards having saved enough for retirement, putting children or grandchildren through college, having appropriate insurance coverage, leaving something for your heirs or someone else? We will partner together throughout your life to help achieve your goals and keep you on track.

In 1994, I earned a master's degree in...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies

Work History

  • Edward JonesSeptember 1998 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of IL-Champaign/UrbanaMBA (Masters of Bus Admin)
  • Marquette UniversityBachelors

Personal Interests

  • Traveling
  • Golfing
  • Reading

Team Members

  • Janice Price
    Sr. Branch Office Administrator
  • Cheyenne Williams
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(580) 286-6622

Fax

(888) 579-3951

Office Address

1911 E Washington St Ste 700
Idabel, OK 74745opens in a new window

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