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Tandy G. Lewis, Jr., CFP®, WMS

Tandy G. Lewis

Managing Director, Financial Advisor
D 318.677.5518

Tandy understands the importance of relationships and communication when it comes to building a successful financial plan. As a Certified Financial Planner™ professional and registered investment advisor representative with more than 37 years of experience, he provides his clients with independent, conservative guidance and helps them build portfolios aimed at preserving their hard-earned wealth. Tandy holds his Series 7, 63 and 65 licenses.

He also holds a bachelor's degree in economics from the University of the South in Sewanee, Tennessee. Tandy is a member of the vestry of St. Mark's Cathedral and a member of The Community Foundation's investment committee. He also is a past president of Providence House, a homeless outreach program, and a past chairman of the Downtown Shreveport YMCA.

In his free time, Tandy enjoys golf, tennis, saltwater fishing and exercise. He and his wife, Amy, have two children, Blain and Brant, and live in Shreveport.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

333 Texas Street, Suite 175 | Shreveport, LA 71101 | T 318.677.5520 | T 866.297.6576 | F 318.677.5524 | Map and Directions

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