phone:
256-302-0146
mobile:
256-302-0146
Mike Lewis
Medicare Insurance Specialist
Medicare Insurance Specialist
serving these counties:
Marshall, Madison, Morgan
Mike Lewis graduated with honors from Magnolia High School in Magnolia, Arkansas in 1980. He holds a Bachelor of Science in Business Administration from Oral Roberts University in Tulsa, Oklahoma, 1989 (Summa Cum Laude). He has also been a Certified Financial Planner Certificant since 2009.
From 1989-2006, Mike was an Investment Representative with Edward Jones. From 2006-2019, he was an Investment Advisor with Raymond James Financial Services, 2006-2019, where he provided investment consultation for clients and prospects on stocks, bonds, annuities, mutual funds, and other investments. He assisted clients in meeting their goals by gathering information, evaluating the information, making recommendations based on goals and risk tolerance, implementing the plan, and monitoring the plan with quarterly, semi-annual, and/or annual reviews. He grew assets under management from under $10,000,000 to $110,000,000.