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Branch Manager, Managing Director

Senior Vice President, Investments

BART.LEWIS@RAYMONDJAMES.COM

 

Mr. Lewis left academia in 1995 to open an office for Financial Designs,a firm affiliated with the Mass Mutual Life Insurance Company. He primarily performed investment planning, estate planning and retirement planning for business owners and professionals. He later moved to Legg Mason Wood Walker , Inc., where he also served as Branch Manager of the Naples and Bonita Springs offices.

Mr. Lewis joined Morgan Keegan & Company, Inc. as the Branch Manager in 2006.

Raymond James & Morgan Keegan combined forces in February 2013. Mr. Lewis is Branch Manager of the Raymond James Naples West location.

He and his wife, Leslie, live with their three children in Naples, Florida.