Jake Lewis

Director of Client Services

Jake Lewis is Director of Client Services for Rick Lewis. Jake handles the day-to-day responsibilities of the office such as:

  • Assists clients with scheduling meetings.
  • Assists clients in collecting the information needed to complete the financial planning process.
  • Assists clients with servicing needs on their accounts, policies, and contracts.
  • Provide customer service both in person and over the phone.
  • Manage back-office operations and fosters a culture of continual improvement and operational excellence.

Jake is a graduate of the University of Central Florida where he earned a Bachelor's of Science in Business Administration from the Burnett Honors College. In his role as the Director of Client Services, Jake is motivated to connect with clients and the community in a manner which contributes to better futures.


Phone (813) 872-5882
Fax (866) 915-5332