The Lewis Group of BB&T Scott & Stringfellow

Transcription

1 The Lewis Group of BB&T Scott & Stringfellow John B. Lewis Joe W. Bartholomew Kylie A. Roman Trevor C. Adams Kate M. Townes The Publicist (804) (804) (804) (804) (804) Title: Managing Director, Financial Advisor Title: Senior Vice President, Financial Advisor Title: Registered Client Service Associate Title: Registered Client Service Associate Title: Client Service Associate Client Relationship Management, Family Wealth Director, Team Leader Portfolio Management, Investment Strategy, Lead Financial Planner, Team Manager Operations and Client Service, Portfolio Management Assistance, Team Compliance Specialist Client and Business Development, Team Financial Planner Marketing and Client Experience, Event and Branding, Team Public Relations Manager Website TheLewisGroup.BBTScottStringfellow.com

2 John B. Lewis Managing Director, Financial Advisor (804) John is a founding partner of The Lewis Group and serves as the team s family wealth director. He believes client engagement and deep relationships within the group s process is a necessary element to achieve long-term goals. John provides a consistent review process as well as extensive educational services through individual/family meetings, conference calls and unique events. After graduating from Washington and Lee University with a Bachelor of Arts in History, he began his career in 1986 at Central Fidelity Bank in Lynchburg. John has vast experience in the financial services industry with prior tenure at Lehman Brother, UBS, SunTrust, and Morgan Stanley. John is also very active within the Richmond community. He is the former President of the Richmond Chapter W&L Alumni organization, former Chairman of Western Henrico Ducks Unlimited and past Board Member of Maymont and the Steward School. John currently serves on the Boards of the Faison School for Autism, Hospital Hospitality House and the Richmond Chapter W&L Advisory Board. He is also the Treasurer of Western Henrico Ducks Unlimited and Douglas Freeman Lacrosse Club. John lives in Richmond with his wife, Libby, and their two sons, Porter and Warner. He enjoys spending time at the river, coaching youth basketball, being active in his children s lacrosse careers and managing his family s beef cattle farm.

3 Joseph W. Bartholomew III Senior Vice President, Financial Advisor (804) Joe is a founding partner of The Lewis Group and serves as the lead planning and portfolio strategist for the team. He believes in a goals-based wealth management approach and customized investment strategies designed to manage risk along with the flexibility to adapt to changing economic conditions and evolving personal needs. Having been in the investment and private banking industry since 1996, Joe has previous tenure at SunTrust, UBS, and Morgan Stanley prior to his career at BB&T Scott & Stringfellow. His extensive knowledge of economics, financial markets, and asset allocation allows the team to provide comprehensive financial plans and portfolio designs tailored to the needs of each client and family. Joe s community involvement includes serving as the former chair of the Alumni Advisory Board for The Longwood College of Business & Economics. He is a past Board and Founding Member of the Richmond Giving Circle, former President of the Commonwealth Association of Financial Professionals, past President of the Foundation Board for Boaz & Ruth and previous Fundraising Committee Member of the Massey Cancer Center. Joe currently serves on The BB&T Scott & Stringfellow Advisory Board as an advocate for clients, advisors, and associates. Joe received his Bachelor of Science in Business with a concentration in Finance from Longwood University in 1996 and a Master s degree in Financial Economics from Virginia Commonwealth University in Joe currently lives in Midlothian, Virginia, with his wife, Dr. Christina Bartholomew, and their three children, Abby, Jack, and Tyler. He enjoys spending time with his family, coaching basketball, camping with the YMCA Indian Guides programs, and boating at Smith Mountain Lake. In his spare time, Joe loves to hike, run, bike and has completed several marathons and triathlons.

4 Trevor C. Adams Registered Client Service Associate (804) Officially joining The Lewis Group in August 2012, Trevor previously served as the team s intern for two summers. He assists the team with comprehensive financial planning by establishing client s goals and evaluating the client s current financial status, then developing the financial plan before implementation. Trevor also helps the team with performance reporting, client relationship management, and business development efforts. Trevor graduated from Virginia Polytechnic Institute & State University, majoring in economics and earning a Bachelor of Science in business. He currently serves on the Young Philanthropy Planning Committee of The Doorways (formerly Hospital Hospitality House of Richmond), the Junior Board for the Faison School and is the assistant treasurer for Western Henrico Ducks Unlimited. In his spare time, Trevor enjoys traveling, shooting sports, and competitive paintball. He is also an avid car and motorcycle enthusiast.

5 Kylie A. Roman Registered Client Service Associate (804) Kylie joined The Lewis Group in March Prior to joining the team, she was the Investment Operations Specialist at Northwestern Mutual in Richmond where she facilitated operational tasks for the investment department. Kylie helps the team by onboarding and updating client accounts, maintaining asset movement requests and supporting daily service requests. As a registered associate, she assists with trading and portfolio management. In addition to obtaining her Series 7 and 66 registration, Kylie is also Series 9 and 10 registered as a general securities principal supervisor. Kylie is originally from Pittsburgh, PA, and graduated from Virginia Tech in 2011 with a Bachelor of Science in business with a concentration in finance. During her time in Blacksburg, Kylie served as the Treasurer for Zeta Tau Alpha and was very active with the Breast Cancer Awareness and Education philanthropy. In her spare time, Kylie enjoys spending time on the river, attending barre classes and watching football - Go Steelers and Hokies!

6 Katherine M. Townes Client Service Associate (804) Kate joined The Lewis Group in April She is responsible for constructing and supporting the team s marketing platform, and enhancing the group s client experience. Kate manages the team s online presence by optimizing the team s social media strategy and webpage. She assists the team with client communication and organizes client appreciation events. Kate previously worked at Davenport & Company as the firm s Marketing Coordinator. A Richmond native, Kate currently resides in Glen Allen, Virginia. She received her Bachelor of Arts in economics with a financial emphasis and a minor in leadership studies from Lynchburg College. Kate was a founding member of the Lynchburg Collegiate Entrepreneurs Organization, and was a member of the School of Business and Economics Student Advisory Board. Kate is passionate about greyhound rescue, and in her spare time is learning Italian.

7 The Lewis Group of BB&T Scott & Stringfellow Purpose Passion Planning Riverfront Plaza, West Tower 901 East Byrd Street, Suite 500 Richmond, Virginia Main (804) Toll-Free (800) Fax (804) Website TheLewisGroup.BBTScottStringfellow.com Traditional banking services are provided by Branch Banking and Trust Company, member FDIC and Equal Housing Lender. Only deposit products are FDIC insured. Loans are subject to credit approval. Insurance products are offered through BB&T Insurance Services, Inc., a subsidiary of BB&T Insurance Holdings, Inc. BB&T Capital Markets is a division of BB&T Securities, LLC, member FINRA/SIPC. Investment solutions are provided by Branch Banking and Trust Company, BB&T Investment Services, Inc., and BB&T Scott & Stringfellow. BB&T Investment Services, Inc., is a wholly owned registered broker/dealer subsidiary of Branch Banking and Trust Company, Member FINRA/SIPC; and BB&T Scott & Stringfellow, a division of BB&T Securities, LLC, Member FINRA/SIPC, a wholly owned non-bank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended are not a deposit, not FDIC insured, not guaranteed by a bank, not guaranteed by any federal government agency and may lose value. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversifying investments does not ensure against market loss. BB&T Securities and its associates do not provide tax advice. You should consult your individual tax professional before making any decision that may have tax consequences. Rebalancing is the act of bringing an investment portfolio that has deviated from its target allocation back in line with its target allocation. Rebalancing does not guarantee a profit or prevent a loss. There may be tax and transaction costs associated with rebalancing. Investment Advisory Services are offered through BB&T Securities, LLC, a Registered Investment Advisor.