I started my career at Edward Jones after graduating from Southern Illinois University with a degree in accounting and working as a financial consultant to several Fortune 500 companies with Deloitte. My experience working with large corporations solve various financial issues helps me simplify the finances for my clients here at Edward Jones.
I focus on serving a select and limited number of individuals and families across the country. Personalized attention allows me to understand the distinctive needs of each client. We partner with our clients to identify their most important goals and set a plan in motion so they can focus on what matters most.
My passion outside of my business is being outdoors, golfing, pickleball and spending time with my golden retriever. As a former college golfer, my passion for golf is now directed at growing with the game among disadvantaged youth and serving as a coach with "The First Tee".
Focus areas
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
My Personal Interests
- Hunting
- Golfing
- Coaching Sports
- Fishing
- Volunteering
Office Information
Office Address
8251 113th StreetSeminole, FL 33772 opens in a new window
Phone Number
Matthew T Lewis at (727) 391-4582- Diedre Allen
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Sat | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Sat | Closed |
Sun | Closed |
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
- Diedre Allen
- Branch Office Administrator
Branch Team
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