Jacob Lewis

Jacob Lewis, CFP®
Wealth Advisor Truist Bank

1 E Jefferson St

Brooksville, FL 34601-2622

Jacob.Lewis@Truist.com

Phone 352-848-1772

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About me

Background

As a Wealth Advisor with Truist Bank, Jacob Lewis offers clients more than 12 years of financial services, retirement planning, and investment management experience.  Jacob has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ and coordinates with a team of specialists at Truist to help navigate the complexities of wealth with his clients and their families. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Master of Science in Finance
• University of Tampa 2008 2010
Bachelor of Science in Finance; Bachelor of Arts in Management
Cedarville University 2003 2007

Personal Interests

Jacob has been in the Tampa Bay area since coming for graduate school in 2008.  When not at work, Jacob likes to spend time with his family, golfing and being active in the community.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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