Senior Investment Advisor & Broker
With over 23 years of experience in the financial services industry, Jennifer C. Lewis is a trusted investment advisor and licensed broker dedicated to guiding individuals, families, and businesses toward long-term financial success. Currently affiliated with Transamerica Financial Advisors, LLC, Jennifer brings deep knowledge, ethical integrity, and a personalized approach to every client relationship.
in client assets across managed and advised portfolios
Successful investing means seeing beyond the moment—where discipline outshines desire, and smart choices lead to growth.
The only thing worse than starting
something and failing… is not starting
something
To provide clients with the tools and support they need to enhance their financial well-being, fostering confidence and knowledge in financial decision-making
To create a world where everyone, regardless of age or background, is empowered and equipped to manage their financial future effectively.
Unlock clear investment understanding with the F.I.R.E Group
Employs a team-oriented approach that brings together diverse expertise to deliver holistic investment strategies.
Expert investment strategy realignment, continuously adjusting portfolios
Jennifer C. Lewis specializes in risk analysis, aligning strategies with client risk and goals.
Portfolio rebalancing to help clients stay aligned with their investment objectives
Dynamically reallocating portfolios to optimize returns, manage risk, and align with clients' goals and market conditions
We strategically guide visionary Tech and Life Sciences companies, accelerating breakthroughs for a better future.
We partner with institutions in the Banking & Financial sector, providing strategic financial guidance that fosters stability, drives growth, and empowers economic progress.
We provide strategic financial guidance to the Commercial Real Estate sector, fostering growth, optimizing investments, and shaping the landscapes of tomorrow.
We partner with Manufacturing companies, providing strategic financial guidance that optimizes operations, fuels expansion, and drives industrial progress.
We understand the client’s financial goals, risk tolerance, and preferences through open-ended questions.
We define clear financial goals and develop a tailored investment strategy that includes asset allocation and diversification.
Implement the agreed-upon investment strategy, including the purchase or reallocation of assets.
Navigating the world of investments can be daunting, but Jennifer makes it clear and understandable. She takes the time to explain things thoroughly and ensures I feel comfortable and informed…
I appreciate Jennifer's commitment to understanding my individual financial needs and goals. She doesn't offer cookie-cutter solutions; instead, she crafts a tailored strategy that truly works for me. Her personalized…
Jennifer has been my trusted financial advisor for 7 years now. Her deep understanding of the market and personalized guidance have been invaluable in helping me achieve my financial goals.…
Our platform provides access to a comprehensive suite of securities, encompassing stocks, bonds, mutual funds, exchange-traded funds (ETFs), options, alternative investment vehicles, and managed portfolio solutions.
Our review process is designed around your needs. We typically connect quarterly or annually, but we're always here for additional discussions whenever you feel it's necessary.
Secure your future with our comprehensive retirement planning. We help you define your goals, build a strong savings plan, and manage your accounts effectively, providing the confidence of being on the right track.
Yes, our investment advice is personalized because we understand that your financial goals, risk tolerance, and time horizon are unique. This ensures a customized strategy designed specifically to meet your individual needs.
We stand for smart, strategic investing—helping you avoid missteps and stay on the path to lasting growth.
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