2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
- With CAPTRUST Since 2022
- 864.232.8670
-
1116 South Main Street
Greenville, SC 29601
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
News & Resources
Wealth Management
Resources
2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Resources
2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
Wealth Management
3 months ago
VESTED Voices: Mike Pereira
As a founder of the nonprofit Battlefields to Ballfields, NFL...
