Associate Wealth Advisor
Everett Lewis, JD, CPA
Everett Lewis offers his clients more than just financial planning advice; he helps provide the peace of mind that only comes with having a comprehensive and evidence-based plan designed specifically for the needs and goals of each individual client.
A thorough understanding of the challenges associated with allocating finite resources allows Everett to build relationships founded firmly on trust and the knowledge that each client has chosen Buckingham Strategic Wealth to safeguard what is most precious to them. Identifying a client’s values and objectives, and then executing a plan to arrive at that destination, is something he finds extremely rewarding. As an associate wealth advisor, Everett works with an advisory team to deliver tailored wealth solutions to clients.
Prior to joining Buckingham, Everett represented the City of St. Louis in tax and bankruptcy proceedings as an attorney with the office of the St. Louis City Collector of Revenue. He also previously served as a staff accountant with Live Nation Inc.
Everett earned his bachelor’s degree in business administration with concentrations in accounting and in finance from Saint Louis University in 2009. He also holds a J.D. from the Saint Louis University School of Law. Everett is a native of St. Louis.
Buckingham Strategic Wealth is not engaged in the practice of public accounting and is not registered as a public accounting firm.