Jimmy A. Lewis

Jimmy A. Lewis is a Financial Representative with Consolidated Planning, Inc., where he has been serving clients since 2017. With a strong focus on individuals, families, and small business owners across a variety of industries, Jimmy helps clients optimize their finances and achieve long-term financial balance. His approach is rooted in a philosophy that eliminates guesswork and challenges traditional financial thinking—moving away from one-size-fits-all solutions and instead focuses on personalized strategies that reduce risk and maximizes potential based on each client’s unique goals.

Jimmy served 27 years in the United States Air Force, retiring honorably in 2012 from Joint Base Charleston. His leadership experience and dedication to service continue to guide his work in the financial field today.

Jimmy and his wife, Becky, have been happily married for 39 years. They have 3 wonderful children and 3 adorable grandchildren. When he’s not helping clients pursue their financial goals, he enjoys quality time with his family and can often be found outdoors—either hunting or fishing.

Education & Credentials:
Bachelor of Science in Business Management, University of Maryland University College

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ; 6115 Park South Drive Suite 200 Charlotte, NC 28210; 704.552.8507. Securities products and Advisory Services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY, PAS is a wholly owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.