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Charles Lewis Jr.

Managing Director, Investments & Senior Financial Advisor

Wells Fargo Advisors

United States, Texas, Waco

About Me

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

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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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