LEWIS GRACE
Bogart,GA
Summary
With over 15 years of experience as an investment and retirement plan professional, I am passionate and motivated to assist clients and plan sponsors in creating optimal retirement plans for themselves and their employees. I understand the importance of actively listening to and comprehending client objectives, while prioritizing retirement plan requirements. My process-focused and detail-oriented approach allows me to proactively identify the most suitable solutions for each unique situation. By cultivating strong relationships with plan sponsors, advisors, and team members, I consistently surpass retention goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
SENIOR RELATIONSHIP MANAGER
Nationwide Retirement Solutions
07.2022 - Current
- Partner with C-Suite contacts at Nationwide's biggest and most important retirement plan relationships in the Southeast.
- Use a systematic process to ensure the plan is running efficiently, issues are resolved quickly, and new features are implemented
- Encourage the use of Nationwide products to boost profitability.
RETIREMENT SPECIALIST
Nationwide Retirement Solutions
10.2018 - 07.2022
- Responsible for cultivating relationships with plan sponsors at public sector entities in NE Georgia
- Other duties include: educating and enrolling employees, annual account reviews for participants, consulting on regulatory issues, prospecting for new plans, representing Nationwide during RFP presentations.
INTERNAL ADVISOR CONSULTANT
Stadion Money Management
02.2018 - 10.2018
- Supported multiple external Advisor Consultants by sourcing retirement plan leads and setting meetings to close business
- Served as subject matter expert for ERISA issues.
FINANCIAL ADVISOR - OWNER
Lewis Grace Investment Advisors
09.2012 - 01.2018
- Built client base of 85 families, developing comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to create individual strategies to achieve their financial goals, including active management of retirement portfolios
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios, with a 95% retention rate over the life of the practice.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Bachelor of Arts - History
Flagler College
Saint Augustine, FLBachelor of Arts - Spanish / Latin American Studies
Flagler College
Saint Augustine, FLSkills
- Employer Sponsored Retirement Plans
- Financial Planning
- In-person and virtual group presentations
- Salesforce CRM management
- Customer interaction
- Customer Engagement
- Public Speaking
- Portfolio Management
Certification
- Chartered Retirement Plan Specialist (CRPS)
- Series 7
- Series 66
- Georgia Life & Health Insurance
Licenses and Designations
Licenses: Series 7 & 66, Georgia Life & Health Insurance
Certifications: Chartered Retirement Plan Specialist (CRPS), Certified Retirement Counselor (CRC)
Languages
Spanish
Professional Working
Timeline
SENIOR RELATIONSHIP MANAGER
Nationwide Retirement Solutions
07.2022 - Current
RETIREMENT SPECIALIST
Nationwide Retirement Solutions
10.2018 - 07.2022
INTERNAL ADVISOR CONSULTANT
Stadion Money Management
02.2018 - 10.2018
FINANCIAL ADVISOR - OWNER
Lewis Grace Investment Advisors
09.2012 - 01.2018
Bachelor of Arts - History
Flagler College
Bachelor of Arts - Spanish / Latin American Studies
Flagler College
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