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Peter Lewis

Peter M. Lewis,
ChFC, LUTCF

Financial Services
Professional

210 384 3410

peterlewis@finsvcs.com

Address

10101 Reunion Place
Suite 301
San Antonio, TX 78216

 


Since 1986, Pete has worked with business owners, professionals and managers on the creation of compensation structures designed to attract and retain productive employees. Additionally, Pete works with corporate executives and professionals by helping them maintain their personal financial security in areas such as retirement and estate liquidity.

Pete has a wife, Annette, and a son, Nicholas. Pete graduated from Kansas State University in 1981.

Education/Professional - Chartered Financial Consultant; Life Underwriting Training Council Fellow; Kansas State, BS in Political Science, 1981

Professional Affiliations - National Quality Award - 9 years; National Association of Insurance and Financial Advisors - since 1986; National Association of Financial Service Professionals; San Antonio Association of Insurance and Financial Advisors - since 1986; Estate Planners Council; The Blue Chip Group; National Sales Achievement Award - 11 years; Million Dollar Round Table - 9 years

Community Involvement - Greater San Antonio Chamber of Commerce; Kansas State Alumni Association; Sonterra Members Board of Directors 1997-1999; Alamo Rugby Football Club; Bulverde Baptist Church

Pete has been a presenter for the following organizations:
AT&T; Coca-Cola; Agencies of Massachusetts Mutual Life Insurance Company (MassMutual)/Practice Management; San Antonio Dental School; San Antonio Young Dental Association; San Antonio Young Lawyers Association; Senior Smart Seminar for 50 Plus Club, Inc.



Peter Lewis is a registered representative of and offers securities and investment advisory services through MML Investors Services, Inc., member SIPC. 10101 Reunion Pl. #300 San Antonio, TX 78216, (210) 342-4141. CRN201008-109157