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.
  • Provides customer service both in person and over the phone.
  • Manages back-office operations and fosters a culture of continual improvement and 
  • operational excellence.

Also, Jake is in his Senior year at the University of Central Florida. He will graduate with a 
Bachelor’s of Science in Business Administration in the Fall of 2022. In his time as an 
Undergraduate, Jake has participated in UCF’s Integrated Business Program. This program focuses on 
the critical business processes that cross industries placing an emphasis on the transferable 
skills that can be applied to diverse roles. Outside of the classroom, Jake lends his talents to 
the executive board of a service fraternity and the board of directors of a local real estate 
management corporation.

Jake’s experiences are a reflection of his desire to affect positive change in whatever his 
environment. 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.

Approved for website 2102648-042022

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