Lewis Financial, LLC


Don Lewis

Don Lewis

LPL Financial Advisor

Don Lewis is the Managing Member of Lewis Financial, LLC. After graduating from Berea College, he began his career working in private industry. In 1979, Don formed his own company to provide financial services to small businesses. He felt every small business should employ a Controller to provide financial management to the firm even if their size and budget only allowed them to fill that position on a part-time basis. This same business logic has been applied to personal finances when addressing Wealth Management services for families and individuals.

In 1977, Don received his MBA from the University of Chicago. By 1988 he had completed the CERTIFIED FINANCIAL PLANNERtm professional designation with the College of Financial Planning and the Enrolled Agent designation with the Dept. of Treasury.

Don retains active ties to many community organizations in Lawrenceburg and has served in various capacities in both the youth soccer organization and his church.