Juan Lewis, a season-experienced financial services professional in the Greater New York area, offers over a decade of expertise in empowering individuals and families with financial wisdom. Originally from Brooklyn, NY, he discovered the vital importance of financial knowledge after witnessing his family's challenges due to a lack of it, particularly in the mismanagement of his grandfather's life insurance policy.
Juan's journey in the financial sector commenced in2004 with Primerica Financial Services, where he established a strong foundation in insurance and retirement planning. In 2008, he transitioned to John Hancock Financial Network, elevating his proficiency in investment strategies and life insurance.
As he joined MassMutual Metro New York, 2010 marked a turning point in Juan's career, fostering his deep-seated passion for financial literacy and education. He further broadened his expertise at Gerstein Fisher, focusing on financial markets and economics.
In 2014, Juan founded JJL Wealth Management, reflecting his commitment to providing comprehensive financial solutions. In 2017, he ventured into property and casualty insurance, joining Allstate to offer holistic protection to families and businesses.
Juan's dedication to his clients and commitment to their financial well-being sets him apart. He values the support and resources offered by Fortis Lux Financial, a key reason for his decision to join the firm in 2023. This support has proven superior to his prior experiences, allowing him to focus on building strong client relationships.
Outside of his professional pursuits, Juan shares his entrepreneurial spirit with his wife, a real estate agent in NY and NJ. In his leisure time, he explores the diverse breweries and restaurants in the local area. He indulges in his current hobby of nature watching, appreciating the tranquility and beauty of the natural world.