Jay Lewis, Clu

Jay Lewis, Clu Email and Phone Number

Investment Advisor @ Forthright Capital Partners
Texas, United States
Jay Lewis, Clu's Location
Dallas-Fort Worth Metroplex, United States
Jay Lewis, Clu's Contact Details

Jay Lewis, Clu personal email

About Jay Lewis, Clu

I’ve spent the last 20 years working with fee-only advisors; designing life insurance solutions for their clients.

Jay Lewis, Clu's Current Company Details
Forthright Capital Partners

Forthright Capital Partners

View
Investment Advisor
Texas, United States
Website:
forthrightcps.com
Employees:
37
Jay Lewis, Clu Work Experience Details
  • Forthright Capital Partners
    Investment Advisor
    Forthright Capital Partners
    Texas, United States
    View
  • Smith, Frank & Partners, Llc
    Director Of Insurance
    Smith, Frank & Partners, Llc Oct 2015 - Present
    Dallas/Fort Worth Area
    Is your insurance agent on your team?Our approach is an unbiased, consultative one. While life insurance is often filed away to collect dust for years, we treat policies like the assets they are – something that should be selected, reviewed and managed as part of a comprehensive strategy.
  • Geer Financial Services, Llc
    Insurance Portfolio Management
    Geer Financial Services, Llc Jan 2013 - Oct 2015
    Dallas/Fort Worth Area
    An ultra-high net worth life insurance boutique specializing in customized, insurance-based asset strategies for portfolios of $25 million to over $1 billion. Our goal is to help reduce tax liability and maximize the income and assets of our clients. Our industry partnerships allow us to shop the marketplace for some of the best financial solutions available.
    View
  • Ips Advisors
    Insurance Portfolio Management
    Ips Advisors 2009 - Dec 2012
    Dallas/Fort Worth Area
    IPS Advisors, Inc. is one of the premier insurance and benefit consulting firms in the U.S.. The firm was established over 33 years ago and is completely independent.Services• Liquidity Needs at Death for Estate Taxes or Living Expenses• Asset Protection (Business Risks & Personal Risks)• Life Insurance Portfolio Management• Wealth Transfer Strategies• Captive Insurance Companies• Private Placement Products• Charitable Planning• Life Settlements
  • Northwestern Mutual Financial Network
    Financial Representative
    Northwestern Mutual Financial Network 2004 - 2009
    Comprehensive, customized approach to risk management, wealth accumulation and wealth preservation designed specifically to enhance protection and minimize threats to the personal wealth and safety of clients and their families.
    View
  • Business & Decision
    Senior Consultant
    Business & Decision 2001 - 2004
    Managed a multi-phased effort to increase service levels and business intelligence capabilities by implementing a sales, service and marketing application to 600 users in the U.S., Canada and Latin America. Responsibilities included building project, communication and training plans; defining current and designing future business processes; gathering requirements, configuring the application and testing; guiding users through job, role and technology changes; creating training materials, conducting user acceptance testing and delivering training.
    View
  • Accenture
    Senior Consultant
    Accenture 1999 - 2002
    Collaborated with Fortune 100 and start-up Energy & Telecommunications industry clients in strategy and process design, fit /gap assessment, configuration, development, testing, and training activities in the U.S. and Canada.
    View
  • Texas House Of Representatives
    Legislative Aide
    Texas House Of Representatives 1998 - 1999
    Served as a Legislative Aide during the 75th Legislative Session. Responsibilities included discussing issues with constituents and lobbyists; conducting research and assisting in drafting and analyzing legislative bills, legislative resolutions, and press releases; working with state and local agencies as well as political action committees to resolve issues, gain support and handle requests.
    View
  • Nasa Johnson Space Center
    Intern
    Nasa Johnson Space Center 1996 - 1997
    Phase I MIR/Russian Space Station Program Intern
    View

Jay Lewis, Clu Skills

Insurance Life Insurance Risk Management Estate Planning Employee Benefits Strategic Planning Fixed Annuities Business Planning Disability Insurance Long Term Care Succession Planning High Net Worth Individuals Investments Business Strategy Financial Services Financial Planning Investment Management Retirement Planning Start Ups Wealth Management Business Owner Planning Finance Wealth Preservation Planning Portfolio Management Holistic Financial Planning Investment Advisory Investment Strategies Executive Compensation Planning Executive Benefit Strategies Business Sale Non Qualified Deferred Compensation Qualified Retirement Plans Retirement Income Strategies Retirement Solutions Wealth Accumulation Wealth Transfer Multi Generational Wealth Transfer Multi Generational Planning Estate Tax Planning Estate And Gift Taxation Money Management Premium Financing Asset Management Asset Protection Fixed Asset Management Asset Allocation Bonds Stocks Mutual Funds Etfs

Jay Lewis, Clu Education Details

Frequently Asked Questions about Jay Lewis, Clu

What company does Jay Lewis, Clu work for?

Jay Lewis, Clu works for Forthright Capital Partners

What is Jay Lewis, Clu's role at the current company?

Jay Lewis, Clu's current role is Investment Advisor.

What is Jay Lewis, Clu's email address?

Jay Lewis, Clu's email address is j_****@****ail.com

What is Jay Lewis, Clu's direct phone number?

Jay Lewis, Clu's direct phone number is +197281*****

What schools did Jay Lewis, Clu attend?

Jay Lewis, Clu attended The University Of Texas At Austin - The Red Mccombs School Of Business, Universidad De Salamanca - Spain, The American College.

What are some of Jay Lewis, Clu's interests?

Jay Lewis, Clu has interest in Marathon Runner P90x 1.

What skills is Jay Lewis, Clu known for?

Jay Lewis, Clu has skills like Insurance, Life Insurance, Risk Management, Estate Planning, Employee Benefits, Strategic Planning, Fixed Annuities, Business Planning, Disability Insurance, Long Term Care, Succession Planning, High Net Worth Individuals.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.