Financial Advisor Brian Lewis of the financial services firm Edward Jones in Levelland has received the Certified Exit Planning Advisor, or CEPA, designation through the Exit Planning Institute.
This designation provides specific education on how to help business owners have a successful exit by discussing business readiness, strengthening personal financial strategies and aligning them to personal goals.
The course of CEPA study expands a financial advisor's knowledge base in the following business-focused areas: - Exit planning considerations for business owners; - The importance of business valuation; - Personal financial management; - Estate and charitable intent strategies; and - Estate considerations.
Lewis and Branch Office Administrators Allison Martinez and Gina Lewis can be reached at 806-894-1794.
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023.
Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.
The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones. com. Member SIPC. Lewis's office is located at 1001 College Ave in Levelland.