Charles J. Lewis, Jr. is a Senior Financial Advisor for Wells Fargo Advisors. With over thirty two years of experience in financial services, he is dedicated to helping individuals meet their financial needs by developing investment plans around their long term goals and risk tolerance. Chuck has decades of experience working with high net worth individuals, foundations, institutions, and profit sharing plans. His experience, through major shifts in the market, enables him to help his clients structure balanced portfolios to address their specific financial goals. He received his Bachelor in Corporate Finance from UNT, with honors. Later, he received his Masters of Business Administration

Charles Lewis Jr.
Managing Director, Investments & Senior Financial Advisor
Wells Fargo Advisors
United States, Texas, Waco
About Me
Profile Information
Managing Director, Investments & Senior Financial Advisor
Wells Fargo Advisors
Investment Team
Investor
Fund of Funds
Waco
Texas
United States
Jul 24, 2024
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