David E. Lewis, CFA®

Financial Advisor

Professional Overview:

Dave began his career in 1993 in the consumer services industry and has over 20 years of experience in asset valuation, portfolio management, financial analysis & planning, acquisitions and identifying financial solutions.  During his tenure in the industry, he served as the Chief Financial Officer for over 150 business units operating in California, Oregon, Washington, Nevada and the province of Quebec.

As a Financial Advisor with FinTrust, Dave focuses on financial planning and portfolio management for individuals, trust funds, retirement plans, non-profits and small businesses. Specializing in business valuation and succession planning, Dave’s diverse experiences enabled him to serve on his former company’s 401K committee where he played a vital role in the management of $100 million in assets.

 

FINRA’s BrokerCheck

Education, Credentials and Special Training:
Chartered Financial Analyst
Certified Public Accountant (Inactive)
Series 7, 63, 65 License
B.S. in Accounting, State University of New York at Oswego
Master of Business Administration (Concentration in Finance), University of New Orleans
Civic, Community, and other Professional Affiliations:
Member, CFA Institute
Member, CFA Society of South Carolina
Member, South Carolina Association of Certified Public Accountants
Member, American Institute of Certified Public Accountants
Member and Past-President, Greenville Breakfast Rotary Club
Board Member, Pendleton Place for Children and Families

Latest Blog Post

Trump Rally- What's Next?

By Cliff Hodge, CFA® Portfolio Manager a[Read More]

Time to Buy TIPS?

By Cliff Hodge, CFA® Portfolio Manager[Read More]

Watching The Tape: October 3-7, 2016

Random gleanings from the world of busin[Read More]