The Lewis Group - Morgan Stanley Team - RICHMOND, VA

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The Lewis Group
(804) 780-3396

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Biography

The Lewis Group
(804) 780-3396

Licensing

The Lewis Group holds the following registrations:
©2013 Morgan Stanley Smith Barney LLC, member SIPC. All rights reserved.

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The Lewis Group
(804) 780-3396

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The Lewis Group
(804) 780-3396

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John B. Lewis

John B. Lewis
John B. Lewis
Senior Vice President, Wealth Management
Financial Advisor
Family Wealth Director
toll-free: (800) 833-5522

Professional Details

  • Washington & Lee University, Bachelor of Arts
  • The Steward School, Board Member
  • Washington & Lee Alumni Association, Former President
  • The Faison School of Autism, Board Member
  • Hospital Hospitality House, Board Member
  • Western Henrico Ducks Unlimited, Chairman
  • Maymont Foundation, Past Board Member
  • Lives in Richmond, VA, with his wife, Libby Lewis, and their three children, Hook, Porter and Warner
  • Series 7, 63, 65 & Insurance Licensed
John B. Lewis is licensed in the following state(s): CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WI, WV

Joseph W. Bartholomew, III

Joseph W. Bartholomew, III
Joseph W. Bartholomew, III
Vice President
Financial Advisor
toll-free: (800) 833-5522

Professional Details

  • Longwood University, Bachelor of Science in Business Administration – Finance Concentration
  • Virginia Commonwealth University, Master of Arts – Financial Economics
  • Boaz & Ruth Foundation, Board President
  • Longwood University College of Business & Economics, Alumni Advisory Board Chair
  • Richmond Giving Circle (The Community Foundation), Current Member & Former Board Member
  • Commonwealth Association of Financial Professionals, Former-President
  • Massey Cancer Challenge (Monument 10K Race), Former Committee Member
  • Chesterfield Basketball League, Coach
  • YMCA Indian Guides, Nation Council
  • Lives in Midlothian, VA, with his wife, Christy Bartholomew, and their three children, Abigail, Jackson and Tyler
  • Series 7, 63, 65 & Insurance Licensed
Joseph W. Bartholomew, III is licensed in the following state(s): CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, PA, SC, TX, UT, VA, VT, WI, WV

Robert W. 'Chip' Brockmeier

Robert W. 'Chip' Brockmeier
Robert W. 'Chip' Brockmeier, CFA , CFP 
Financial Advisor
toll-free: (800) 833-5522

Professional Details

  • Joined The Lewis Group in March 2010
  • Holds a Bachelor of Arts in Economics & International Relations from the University of Virginia; 1985
  • Involved with The Greater Richmond Chamber
  • Ruthland Foundation - Budget & Finance Committee
  • Lives in Mechanicsville, VA, with his wife Gilda, and two children, John and Robert
  • Series 7, 66 & Insurance Licensed
Robert W. 'Chip' Brockmeier, CFA , CFP  is licensed in the following state(s): CA, CO, FL, TX, UT, VA

Kelly B. Ross

Kelly B. Ross
Registered Associate
tel: (804)780-3373
fax: (804)482-2744

Professional Details

  • Joined The Lewis Group in February 2007
  • Responsible for Marketing & Client Development
  • Virginia Commonwealth University, Bachelor of Science in Psychology
  • Lives in Chester, VA, with her husband, Justin Ross
  • Series 7 & 63

Trevor C. Adams

Trevor C. Adams
Client Service Associate
tel: (804) 780-3386

Professional Details

  • Joined The Lewis Group in August 2012
  • Assists with financial planning and meeting preperation
  • Virginia Polytechnic Institute & State University, Bachelor of Science in Economics
  • Junior Board for The Faison School, Board Member
  • Hospital Hospitality House, Young Philanthropy Planning Committee Member
  • Assistant Treasurer for Western Henrico Ducks Unlimited

Christine A. Centeno

Christine A. Centeno
Senior Registered Associate
tel: (804)780-3357
fax: (804)482-2744

Professional Details

  • Joined The Lewis Group in April 2013
  • Manages Operational Matters
  • Notre Dame College, Bachelor of Science in Political Science and Spanish
  • Series 7 & 66

Contact

The Lewis Group
(804) 780-3396


The Lewis Group
901 EAST BYRD ST STE 2000
RICHMOND, VA23219
Phone: (804) 780-3396
Toll Free: (800) 833-5522

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(804) 780-3396


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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley  reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only


*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .


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