Tandy Lewis and Lee Bowen, Managing Directors with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, are among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.
The list, which recognizes advisors from national, regional and independent firms, was released online Feb. 20, 2019.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
The Bowen Lewis Investment Group, whose office is located at 333 Texas St., Suite 175, Shreveport, currently manages more than $1.2 billion in client assets and specializes in wealth management for high net worth individuals, companies, not-for-profit corporations and endowments.