Atlanta, Georgia (April, 2015) – Jeannette A. Lewis, LPL Registered Sales Assistant joins Moore Colson Wealth Management with over 20 years of investment experience. Prior to joining Moore Colson, Jeannette was a Registered Sales Assistant with Capstone Financial in Buckhead for the past year. She also worked as an Operations Manager and Senior Registered Sales Associate at TriBridge Partners, LLC Baltimore MD for four years. In both roles, Jeannette provided overall operational support by managing all aspects of client portfolios including document preparation and processing, account maintenance, securities trades, account transfers, and client correspondence. Additionally, at TriBridge Partners, her responsibilities included maintaining office and client documents and files in accordance with regulatory policies and procedures.
Prior to working at TriBridge, Jeannette served as Associate Vice President, Registered Sales Associate with Harbor Investment Advisory, LLC, Baltimore MD, Senior Registered Sales Associate Credit Suisse Private Banking USA, Baltimore MD, and Operations Manager, Chima Group SunTrust Investment Securities, Baltimore MD. Jeannette also held positions with Smith Barney, and Morgan Stanley, in Baltimore. Jeannette has both Series 7 & 63 licenses, attended the University of Baltimore, and is a 1987 graduate of the Community College of Baltimore County.
Moore Colson Wealth Management, a division of Moore Colson, was formed in 1988 and provides a full range of estate and financial strategies for high net worth individuals and affluent families. Moore Colson Wealth Management is a registered investment advisor, and offers securities through LPL Financial, Member FINRA/SIPC. LPL Financial is the nation’s largest independent broker/dealer with more than $354.1 billion in brokerage and advisory assets. For more information about Moore Colson Wealth Management call 678-385-6050 or visit. * As reported in Financial Planning magazine, 1996-2014, based on total revenue as of March 31, 2014
About Moore Colson – Moore Colson was named one of America’s Top 200 Largest CPA Firms in 2014 and Best of the Best Firms in 2013 and 2014 by IPA Magazine, and one of Atlanta’s Top Workplaces by the Atlanta Journal Constitution in 2011, 2012, 2013, 2014 and 2015. Founded in 1981, Moore Colson is a full-service accounting and consulting firm located in Atlanta, Georgia, providing estate and financial planning, tax, assurance, management consulting, lender advisory services, IT audit consulting services, and corporate accounting services, and serves clients throughout Atlanta and the southeastern United States. Moore Colson is an independent member firm of PrimeGlobal, an international association of independent accounting firms and business advisors. For more information about Moore Colson, call 770-989-0028 or visit www.moorecolson.com.