Terri Lewis, CLU®, CHFC®
Prime Capital Investment Advisors, LLC
An original team member of Prime Capital Investment Advisors (PCIA), Terri holds her Certified Life Insurance Underwriter (CLU®) and Chartered Financial Consultant® (ChFC®) designations. She has more than four decades of experience in the financial services industry. Terri’s passion is in helping business owners plan early for the transition of their assets in the most tax-advantageous way, and the impact it will have on the family. She is focused on helping her clients extend the wealth they have built to the next generation, using tools like life insurance and estate planning to get them there. As part of the PCIA team, she has a network of experts that help to ensure you receive the full scope of services you need.
Terri Lewis has been a financial advisor for 30+ years. Her primary focus is to assist business owners with their succession and estate planning needs. Family businesses can be devastated when they don’t plan for the future. Terri takes a comprehensive and collaborative approach, considering each family member’s situation and unique role when designing, refining and managing the overarching business transition, succession and multigenerational estate plan. She works closely with attorneys and CPAs—she can work with yours or she can recommend professionals from her extensive network.
What We Do
Terri handles nearly every service you might need for your family’s business, personal and retirement finances, and she works primarily by referral. As an original team member of Prime Capital Investment Advisors, she has an extensive of team of experts she can rely on, refer and utilize to expand her service offerings on your behalf. Here is a partial list of the services she provides: