(TUCSON, Ariz. – February 1, 2021) – Wilde Wealth Management Group, an award-winning independent financial firm with offices in Scottsdale, Tempe, Glendale, Payson, Tucson and Indiana, is pleased to announce Tim Lewis has joined JRS Wealth Management Group as an Investment Advisor. In his role, Lewis will focus on helping clients be prepared for critical financial events in their lives such as retirement, strategic investment planning and caring for future generations. He will work from the firm’s Tucson office, which is located 1610 E. River Road. This office is unique in that it is a joint office between Wilde and its two Tucson partners, JRS Wealth Management and Hallmark Financial. Given the close relationship between the team, Lewis will work closely on behalf of JRS in partnership with founder Jim Stark as well as with Wilde.
A Tucson native and Salpointe High School alum, Lewis earned his bachelor’s degree in Business Administration with an emphasis in Finance from the University of San Diego. After working in real estate and finance for over a decade in Southern California, he returned home to Tucson and began his career as a financial advisor in 2015.
“Wilde Wealth and JRS’s reputation both in Arizona and nationwide, notably its chief executive officer and co-founder Trevor Wilde being named to Barron’s annual list of top 1,200 advisors nationwide consecutively for more than a decade – including No. 1 overall in Arizona in 2020 – precedes itself. Getting to know them more personally beyond just professionally made the eventual decision to join the firm an easy one,” says Lewis.
Lewis and his wife, Stacy, have four children ranging in age from 7 to 19, and in his spare time Lewis participates in the Knights of Columbus and coaches both local youth baseball and football in the area. Lewis also sits on the board of directors for Canyon View Little League and is a den leader with the Cub Scouts.
“When we look for new team members; we look for people like Tim,” says Wilde. “His combination of financial experience and servant leadership make him a natural fit, and we know will be a good steward of our brand across Southern Arizona for years to come.”
According to Wilde, who founded the firm with his father, Bill, in 2003, the mission for the combined Tucson team as well as the rest of its offices across Arizona and Indiana is three-fold: to offer boutique, customized investment planning advice; to offer clients expanded in-house service offerings from fellow independent specialists in the fields of legal, taxes, risk management, family services, real estate and insurance; and to give back to the community that has given them all so much for so many years.
“Together, the team is able to not only take all the pieces of a client’s financial puzzle and organize them but use them to build a solid foundation that will serve not just the client, but his/her family for generations to come,” says Wilde. “We are also able to harness our combined passion for southern Arizona to make a real impact on the community-at-large here as well.”
For more information, please visit www.jrswmg.com. Tim can be reached at (520) 577-9500.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
Cetera is under separate ownership from any other named entity.
*Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be considered as an endorsement of the advisor by any client.