Steven H. Lewis

Steven H. Lewis
Financial Advisor

P 312.670.6262 | F 312.858.5950

Steve Lewis has been an investment advisor representative since 1988. Steve specializes in serving high income and high net worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs.

As an investment advisor representative, Steve helps his clients find the answers they need to successfully reach their personal financial milestones, including proactive tax planning advice, creating financial plans that address client goals, and retirement planning strategies designed for easier living in the future.  His expertise as an investment advisor also allows him to be directly involved with investment and asset allocation planning.

 

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Firms News

06.08.20

Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

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