Financial Advisor at Edward Jones serving individual investors and independent contractors.@ Edward Jones
Indianapolis, Indiana, United States
Kevin Lewis
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Indiana State University
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Tell me more about Kevin Lewis?
FlashIntel GPTKevin Lewis is a financial advisor with 4.6 years of experience. He is based in Indianapolis, Indiana, United States. Kevin believes in the importance of understanding what you are working towards to ensure the best path is created. He has worked at Edward Jones in St. Louis, Missouri, as a Financial Advisor and Registered Representative. Edward Jones is a well-established financial services company with a wide range of products and services, catering to individuals, families, and small business owners.
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About
As an Edward Jones financial advisor, I believe it's important to take time to understand what you're working towards to ensure the best path is being created. We work through an established process to build lifelong relationships to help individuals and businesses work toward their financial goals.
Work Experience
Financial Advisor at Edward Jones serving individual investors and independent contractors.
Financial Advisor
Registered Representative
Financial Services
Kevin Lewis's Professional Milestones
- Financial Advisor (2019-07-01~): Provided expert advice on financial plans to optimize company profitability and drive sustainable growth.
- Registered Representative (2019-03-01~2019-07-01): Achieved consistent revenue growth through effective communication and engagement.
Education
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Erika Gish
Product Owner | Collaborator | Project Management Experience
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Robyn Frederking, PMP, POPM
sr digital product owner at edward jones
Other Named Kevin Lewis
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Kevin Lewis works for Edward Jones
Kevin Lewis's role in Edward Jones is Financial Advisor at Edward Jones serving individual investors and independent contractors.
Kevin Lewis works in the industry of Financial Services
Kevin Lewis's colleagues are Barrett Feltmeier,Erika Gish,Sean Hawksford
Kevin Lewis's latest job experience is Financial Advisor at Edward Jones serving individual investors and independent contractors. at Edward Jones
Kevin Lewis's latest education in Indiana State University
