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JEANNETTE A LEWIS®

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CLIENT SERVICES ADVISOR
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I joined Benedict Financial Advisors, Inc. in April of 2021 as a Client Services Advisor. I have over 20 years of experience in the investment industry. Prior to joining Benedict Financial I was Director of Client Services for Charles Street Asset Management, I worked as a Registered Sales Assistant with Capstone Financial and as an Operations Manager and Senior Registered Sales Associate with TriBridge Partners in Baltimore, Md. My career in operations and portfolio management also included positions with Harbor Investment Advisory, Credit Suisse Private Banking, Smith Barney and Morgan Stanley. I am both Series 7 & 63 licensed, held with LPL Financial. I attended the University of Baltimore and am a 1987 graduate of the Community College of Baltimore County.
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