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Elite designations.
100+ years combined experience.
Over $1.1 billion in assets under management.

FT 400

Our very own Tandy Lewis was named to Financial Times' "FT 400" 2016! View the full press release and the award criteria for details.

The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2016 roughly 980 applications received; 40.8% (400) were selected for the final list. The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.

The Bowen Lewis Investment Group of Raymond James serves the great families of Shreveport and beyond with a diverse range of expertise and singular commitment to service. Lee Bowen is an Accredited Investment Fiduciary® and Tandy Lewis is a Certified Financial Planner™ professional. They and their team have more than 100 years of combined wealth management experience and over $1.1 billion in assets under their care. With that kind of dedication to excellence, you can expect a level of attention and expertise beyond the ordinary.


Our very own advisors Tandy Lewis and Lee Bowen have been named to the 2020 edition of the Forbes list of Best-In-State Wealth Advisors. The list recognizes top financial advisors across the U.S.

This year’s Best-In-State Wealth Advisors list spotlights over 4,000 top-performing advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.

This achievement would not have been possible without your continued trust and support. Milestones like this serve to reinforce my belief that putting my clients – you – first is still the best way to do business.

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOK™ Research, LLC. Data as of 6/30/19.
Source: Forbes.com (January, 2020). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.



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