Jeffrey S Lewis

When I was 6 years old, I remember my older brothers being on teams in a youth basketball league. I thought it was the coolest thing and when I was old enough, I vowed to be part of a team when I had the chance. I was hooked; be it baseball, basketball, football or a school play. Anything that meant you were in it for more than just yourself; a chance to demonstrate commitment and discipline needed to achieve a common goal.

I had the good fortune to be a part of many great teams growing up and later, professionally. My early career with Morgan Stanley, a 19 year run from 1989 to 2008 on the currency trading desk, blessed me to be a part of an amazing group of people that reaffirmed my beliefs of working together and that selfless attitude needed to make things come together.

And now, as a financial advisor I am a part of the Edward Jones Financial Investment team where we bring those same qualities of teamwork and discipline to best serve our clients to reach their financial goals. I am putting my 25 years of trading experience in the financial markets to the forefront in helping our clients achieve what is most important to them.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

On a personal note, my wife, Kristine, and I both grew up in Champaign, Illinois but we have lived in Bernardsville, New Jersey for 25 years and raised our two children, Meghan and Adam, in this community. We have been involved in all sorts of community activities ranging from youth sports and Parent/Teachers Associations to church activities. We really enjoy the small town feel of Bernardsville and the surrounding communities.

I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let's visit.