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Brandon Lewis
NMWMC Financial Advisor
Professional Background
Brandon Lewis is an accomplished Financial Advisor at Northwestern Mutual, a role through which he has developed a deep commitment to improving financial health for individuals and families. With a rich background in finance, marketing, and management, Brandon has dedicated his career to discovering and cultivating his clients' financial aspirations. He understands that many people are unsure of what their financial goals are, and he works tirelessly to turn those dreams into actionable plans.
Prior to his role at Northwestern Mutual, Brandon made significant contributions as a Financial Representative at the same organization, where he gained invaluable experience in financial planning and strategic advice, focusing on helping clients navigate complex financial questions. His journey in finance began at Wells Fargo, where he further honed his skills in customer service and financial literacy.
Brandon's career also boasts an impressive tenure in management roles at McDonald’s. Starting as a Crew Trainer, he quickly rose through the ranks to become an Associate Manager and a Swing Manager. His experiences in the fast-food industry helped him cultivate essential leadership qualities, providing him with a strong foundation in team management, operations, and customer satisfaction.
In addition to his roles in finance and management, Brandon served as Vice President at BeDuds - BE. Lifestyle Clothing. His experience in this role reflects his versatility and entrepreneurial spirit, demonstrating his capability to work in diverse fields while maintaining a focus on financial growth and community engagement.
Education and Achievements
Brandon's educational journey laid the groundwork for his successful career. He studied Business Administration and Management at Chippewa Valley Technical College, followed by earning his Bachelor’s degree in Marketing, Sales, and Finance at the University of Wisconsin-Eau Claire. This solid educational background has equipped him with the skills and knowledge essential for navigating the complex world of finance and business management.
In addition to his formal education, Brandon continuously seeks to advance his expertise in financial health and wealth management, understanding that education in finance does not stop after graduation. He is passionate about helping others develop a more profound understanding of their financial well-being, empowering them to make informed decisions.
Achievements
- Expertise in Financial Planning: Brandon has mastered several critical areas within financial planning, including retirement planning, education savings, and understanding healthcare costs, just to name a few.
- Client-Centered Solutions: Whether it’s consulting on how to afford a house, save for children’s education, or build a sustainable retirement, Brandon prides himself on addressing the unique financial needs of each client.
- Leadership Experience: His history in management roles at McDonald’s and BeDuds showcases his strong leadership and team-building skills, which continue to serve him well in his financial advisory role.
- Passion for Community Engagement: Brandon is committed to connecting with his community, offering his expertise to help individuals and families understand their financial situation better, and encouraging them to take actionable steps toward achieving their financial goals.
In summary, Brandon Lewis is a dedicated financial advisor with a multifaceted background in finance, management, and customer service. His passion for helping others achieve their financial dreams, combined with his extensive educational background and leadership experience, positions him to be a trusted resource for anyone seeking guidance in their financial journey. Whether it’s addressing questions about retirement savings, college funds, or simply budgeting, Brandon is ready to connect and help individuals turn their financial aspirations into reality.
