Adrian Lewis, CFP

I help individuals and families gain clarity and confidence in their financial lives by offering personalized, relationship-driven guidance they can trust. As a CERTIFIED FINANCIAL PLANNER® professional, I’ve met the rigorous standards of education, examination, experience, and ethics required to deliver comprehensive, client-first wealth planning. I earned my Bachelor's degree in Business with a specialization in Financial Planning from the University of North Florida. With over six years of experience in financial services—including time as a consultant at Charles Schwab and now with Wells Fargo Advisors—I’ve supported clients through a wide range of financial decisions and life transitions. My approach goes beyond investment advice. I help clients with almost every aspect of their financial lives—from emergency planning and budgeting to long-term strategies for retirement, education, and legacy planning. I’m passionate about what I do and committed to continuous learning to stay ahead of industry changes—so my clients don’t have to. Outside of work, I enjoy boating, tackling projects around the house, caring for our animals—a horse, two dogs, and six chickens—and spending quality time with friends and family.