Private Wealth Management

Hal Lewis

Senior Vice President

Direct: (901) 681-1328

Philosophy & Approach

As a trusted consultant for over 35 years, Hal brings an experienced and conversant point of view to his client relationships. In partnership with Ben James, Hal employs a long-term, generational approach when working with clients and their families. Speaking about his team, Hal says, “We are built around a full-service wealth management model that includes financial, education, retirement, and estate planning, as well as equity and debt management. This comprehensive approach helps clients fully appreciate how and when they will reach their financial goals.”

Angie Richardson, a registered sales assistant since 2011, with over 18 years of administrative experience, supports Hal and Ben.

Experience & Education

Hal joined Stephens Private Client Group in 2011. Prior to this, he held positions in wealth management planning and investment management at Dean Witter Reynolds Inc. and Smith Barney, Harris Upham & Co, Inc. later to become a part of Morgan Stanley.

Hal graduated from Northwestern University with a Bachelor of Science in Journalism, with a major in Broadcast Journalism and a minor in Political Science.

Personal

As a native of Memphis, Hal is very passionate about his community. He is an active member and former board member of the Economic Club of Memphis and a member of Memphis Brooks Museum of Art, where he chaired a major fundraiser. Hal has also volunteered for the United Way of the Mid-South as well the Memphis in May International Festival. He previously served as President of the Memphis chapter of the International Wine and Food Society.

Hal and his wife, Jean, have two sons and two grandchildren. He enjoys traveling, golf, and spending as much time as he can with his grandchildren. He is an avid wine collector and belongs to a number of national and international wine and food organizations.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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