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

Prior to The Mather Group, David founded Resources Advisory Services in 1985 to offer fiduciary, fee-only financial planning for families, based on NAPFA standards. Over the decades, he has watched clients improve their lives as financial planning evolved into a profession. David finds great satisfaction in building personal relationships with clients.

Additional Information

David has a Bachelor of Science in Finance and MBA from University of Tennessee and has sat on a number of non-profit boards of directors, including NAPFA (National and South Region), NAPFA Treasurer, NAPFA Audit Committee, NAPFA Consumer Education Foundation Board of Trustees.

NAPFA Start Date

May 17, 1986

This Office

2095 Lakeside Centre Way Ste 105 Knoxville, TN 37922-6709 Phone: (865) 560-0140 Fax: (865) 560-0150