Jeffrey R. Lewis
Jeff is a financial advisor in Savant's Rockford, IL office and a member of the Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant's clients. Jeff regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
Jeff has been involved in the financial services industry since 2015. Before transitioning to his current role, he completed Savant's Accelerated Career Development Program, an in-depth advisor training program that allowed him to gain broad exposure to the foundational areas of Savant while acquiring valuable knowledge and experience. Prior to that, he was an investment research analyst for Savant, where he assisted the financial advisors in developing optimal, tax-efficient investment strategies, supported research and due diligence of fund and fund managers, and generated periodic reporting for financial advisors including model portfolio, fund performance, and client benchmarking reports.
Jeff earned a bachelor of science degree in economics from Illinois State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant® (ChFC®). He serves on the board of directors for Rockford Promise, a local non-profit that offers full-tuition college scholarships to deserving graduates of Rockford Public Schools District 205.
In his free time Jeff enjoys golfing, traveling with his wife Mallory, spending time with friends, and watching professional sports.
Jeff joined Team Savant in May 2015.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.