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Bryan T. Lewis
Bryan T. Lewis

Financial Advisor,
Advice & Wellness

  • Freehold, NJ
  • Who Moved My Cheese | Glory
  • John Lewis, my grandfather Frederick J. Lewis, Sr. and Charles Barkley
  • Anything is possible
  • Integrity, humility and a sense of humor

Financial Advisors

Bryan Lewis is a wealth management financial advisor based in Raleigh, NC.

Bryan has held several positions with CAPTRUST since he joined the firm in 2013. In his current role as an advice and wellness wealth advisor within the firms Institutional Services Group, he works with retirement plan participants and provides wealth management advice for plan sponsors, as well as providing comprehensive wealth management services to high-net-worth individuals and families.

Prior to joining the firm, Bryan served as a retirement plan consultant at Actuarial Benefits & Design Company, and he has worked in the industry since 1997. Bryan aims to provide quality advice, offering clients a clear overview of their retirement plan as well as the steps necessary to reach their goals.

When not helping clients achieve their retirement goals, Bryan enjoys spending time with family and friends, working out, going to the beach, and playing golf.

Education

  • Master of Science degree in accounting from Strayer University
  • Bachelor of Arts degree in mathematics from Randolph-Macon College
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