J. David Lewis (MBA)

J. David Lewis focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Resource Advisory Services believes that both building and enjoying wealth can be enhanced through comprehensive periodic reporting of total assets, total liabilities and net worth. We provide frequent net worth statements and written reports to discuss changes between reporting dates. This is much more than managing a set of investment accounts or even an overall portfolio. It is comprehensive financial advice. Securities accounts and their return are only part of our interest in client affairs. To understand true progress, our clients should always know how their resources are allocated among things that enhance their current lifestyles and things held for future security and lifestyle. This means keeping a watchful eye on the net amount deposited to or withdrawn from their overall investment portfolio, as well as its return. Total debt as a percentage of total assets is also a reported frequently. This is the other key factor in building stronger net worth statements. Even while clients are working to build a better net worth statement, we believe enjoying the wealth is important. Clearly knowing ones progress helps guide behavior and truly enjoy amenities of life. Our clients should know whether they can really afford the things they want.

Additional Information

After a Banking Degree from the University of Tennessee-Knoxville Finance Department (1970), I worked for a community bank in New Tazewell, Tennessee. In those nine years, I attended banking schools where I was among the youngest, representing one of the smallest banks. I completed the University of Tennessee Executive Development Program shortly before working on my Masters of Business Administration (1982). After banking and financial planning related jobs, I formed Resource Advisory Services in 1985 in order to practice the profession as a fiduciary using the Fee-Only compensation model. We do not want compensation from anyone other than our clients to influence our recommendations.

NAPFA Start Date

May 17, 1986

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This Office

2095 Lakeside Centre Way Ste 105 Knoxville, TN 37922-6647 Phone: (865) 560-0140 Fax: (865) 560-0150