I serve as the president of Lewis & Knowlton Financial Group, Inc. I am a graduate of the University of Mississippi and hold the following designations: Chartered Life Underwriter, Chartered Financial Consultant, Life Underwriting Training Council Fellow, Certified in Long Term Care and Accredited Estate Planner (AEP). In addition, I hold advanced studies certificates in retirement and estate planning.
I have been in the insurance and financial services industry since 1960 and am a life and qualifying member of the Million Dollar Round Table since 1965, a member and former President of the Estate Planning Council of Memphis, a member and former President of the Memphis Chapter of the Society for Financial Service Professionals, a member and former President of the Memphis Association of Insurance and Financial Advisors, and a member of the American Health Insurance Association. I am a former member of the board of directors of Regions Bank of Memphis--having served on the Directors Loan Committee--and Lifeblood, the regional blood bank.
I am an Elder Emeriti of Second Presbyterian Church and a member of the University Club of Memphis and the Rotary Club of East Memphis.
Lewis & Knowlton Financial Group Inc. is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies