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Matthew Lewis, Financial Advisor

FINANCIAL ADVISOR
Matthew T Lewis

CFP®
8251 113th Street, Seminole, FL 33772opens in a new window
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Architects and Engineers
  • Farmers and Ranchers
  • Teachers and Professors
  • Accountants
  • Intergenerational Planning

About Matthew

I started my career at Edward Jones after graduating from Southern Illinois University with a degree in accounting and working as a financial consultant to several Fortune 500 companies with Deloitte. My experience solving complex financial problems helps me simplify the finances for my clients here at Edward Jones.

We focus on serving a select and limited number of individuals and families. We put their most important goals in view through an established process. Personalized attention allows me to understand the distinctive needs of each client and put all the pieces of their financial puzzle together. We partner best with families...

Work History

  • Edward JonesApril 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Southern IL Univ CarbondaleBachelor of Science

Personal Interests

  • Coaching Sports
  • Health & Nutrition
  • Hunting
  • Football
  • Pickleball

Team Members

  • Yuliya Lyon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(727) 391-4582

Fax

(888) 273-1841

Office Address

8251 113th Street
Seminole, FL 33772opens in a new window

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