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Jason E. Lewis, CFP®

Jason E. Lewis, CFP®

Principal,
Financial Advisor

  • The Earth Is Enough by Harry Middleton
  • Family, Warren Buffett, and Martin Luther King Jr.
  • Live simply so that others may simply live.
  • Stamina, humor, and compassion

Financial Advisors

Jason Lewis is a wealth management financial advisor based in Greenville, SC.

Jason joined CAPTRUST in 2022 from Reynolds Investment Management and serves as a principal and financial advisor. He has been in the financial services industry since 2005 and enjoys helping his clients achieve the financial goals that are important to them.

Jason holds a Bachelor of Arts degree in economics from Wofford College and is involved in his community as treasurer of the Pleasantburg Rotary Foundation.

In his spare time, Jason enjoys cycling, running, and fly-fishing. He and his wife, Kristin, have three daughters: Avery, Elle, and Ollie.

Education

  • Bachelor of Arts degree in economics from Wofford College

Industry Designations

  • Certified Financial Planner™ (CFP®)

Memberships

  • Treasurer, Pleasantburg Rotary Foundation
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