Chris A. Lewis and Claudia Perez Brown have been partners for over 20 years. They founded Lewis Brown with one goal: helping families preserve and achieve a financially secure future. To accomplish this they have a team dedicated to client service.
Lewis Brown also works closely with their clients' tax and legal advisors to help ensure that a well-thought out plan is intelligently executed. They believe that every client is unique and deserves advice suited to their best interest.
*2010 and prior years: Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. 2012-2016: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,471 Dallas/Fort Worth wealth managers were considered for the award; 678 (28 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.