Austin Lewis Email & Phone Number

With over 13 years of experience in the financial industry, I am passionate about helping individuals and families achieve their financial goals and dreams. As a co-founder and tax preparer at SouthPark Family Tax, I provide tax preparation services for clients in the Charlotte, North Carolina community. I leverage my expertise in tax preparation to help clients optimize their tax efficiency and minimize their tax liabilities. I build and maintain strong relationships with my clients, and I communicate with them regularly to provide updates, insights, and recommendations. I am committed to delivering exceptional service and value to my clients, and I continuously seek to enhance my knowledge and skills in the financial field. I currently hold the CFP®, CPWA®, and CIMA® designations. I am also a candidate for a M.S. degree in Advanced Financial Planning through Golden Gate University’s Ageno School of Business. As a CERTIFIED FINANCIAL PLANNER™ professional and certified investment management analyst, I also offer wealth and investment management advice to high-net-worth clients at a private company. My mission is to deliver personalized, comprehensive, and holistic financial solutions that meet the needs and expectations of my clients. I value integrity, trust, and excellence, and I strive to uphold the highest ethical and professional standards in my work. I bring diverse perspectives and experiences to the team, as I have a multicultural background and have worked with clients from various industries and sectors.In my current role as a wealth advisor, I serve clients with investable assets between $5 million and $15 million. I manage $400 million in assets under management as of June 2024, and I have consistently achieved or exceeded my performance targets. I use my skills in investment management and financial planning to design and implement customized portfolios, strategies, and solutions that align with the clients' objectives, risk tolerance, and time horizon.

Listed skills include Wealth Management, Portfolio Management, Investments, Financial Planning, and 8 others.