Tyler Lewis

Financial Advisor helping successful families navigate retirement, liquidity, and generational wealth — nationally

Laconia, New Hampshire, United States

About

Tyler’s introduction to the world of finance came at the budding age of 13 years old. It was then that he began working at Reed Wealth Management, completing various clerical tasks, and opened his very first investment account. Tyler’s wide-reaching exposure to finance lead him to pursue an undergraduate degree at Bryant University where he established a holistic business acumen. Tyler graduated with a BS in Finance and Psychology. There he co-founded the Bryant University Golf Club and served as treasurer, placed runner-up in a National Collegiate Sales competition with 500 participants, and studied abroad for four months in Florence, Italy. Tyler received his Series 7 registration on October 16th, 2020 after completing the Security Industry Essentials Exam (SIE) in the Summer of 2020. When Tyler is not at the office his interests include fine dining, travel, golf, and spending time with family, friends, and his puppy.

Experience

  • Financial Advisor at Reed Wealth Management
    Apr 2020 - Present · 6 yrs 4 mos

    Securities and Advisory services offered through Prospera Financial Services, Member FINRA/SIPC. I will not request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.

  • Treasurer of Bryant University Golf Club at Bryant University
    Apr 2018 - May 2020 · 2 yrs 2 mos

  • Financial Advisor Intern at Edward Jones
    Jun 2019 - Aug 2019 · 3 mos

  • Intern at Reed Wealth Managment
    Apr 2017 - Aug 2018 · 1 yr 5 mos