Lewis Rosen is Senior Wealth Advisor, Raymond James. He can be heard on his Smart Money radio show on CJAD 800 AM where he discusses various financial planning topics that range from how to protect your investment portfolio to insurance and estate planning. He has also been featured in The Gazette. Lewis and his team focus on the areas of investment strategies and unique tax and estate planning strategies for business owners, corporate executives, medical professionals, retirees and their families. In a business built on successful relationships, Lewis and his team place a premium on exceptional client service. Their consultative, client-focused approach helps ensure that they only work with clients who share their philosophy of a well-diversified and disciplined approach to the wealth management process.
Prior to joining Raymond James, Lewis consistently ranked among the top 10 Advisors out of over 4600 nationally at his previous firm. An accomplished and sought-after public speaker, Lewis has delivered hundreds of wealth management lectures, and is also frequently asked to motivate and educate other advisors; to date, he has taught over 1000 financial planners across the country.
Even though Lewis and his team oversee a tremendous amount in client assets, they still believe in the importance of using a personal approach with each and every client.
Lewis is happily married and is the proud father of three beautiful children.