Contact Info
Morgan Stanley Smith Barney
Isaac Lewis
1850 K Street NW
Suite 900
Washington, DC 20006
Phone: 202-857-5408
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Services
- Financial planning
- Risk management
- Wealth accummulation strategies
- Retirement planning
- Investment strategy
- Asset management
- Legacy planning
- Future income planning
Fundraisers We Support
- Greater Washington Urban League
Hours of Operation
Monday - Friday: 9:00 a.m. - 5:00 p.m.About Us
Your financial success is our first priority. Morgan Stanley Smith Barney has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
An award-winning financial advisor with 14 years experience, Isaac Octavius Lewis delivers an exceptional level of service to clients, providing consulation on wealth accumulation, risk management and legacy planning. Mr. Lewis specializes in educating and working with clients to employ a range of complex investment strategies to ensure achievement of short- and long-term financial goals -- developing portfolios comprised of active capital, real estate, and other assets.
His clients benefit from extensive experience in financial planning, investment advising, asset management, retirement planning, lending and risk management for such companies as Wachovia Securities, Banc of America Investments, PNC Financial Servicers Group, Northwestern Mutual Financial Network, and BB&T Investment Services. While at Banc of America Investments, Mr. Lewis developed a book of business valued at $100 million. As a Private Client Group Relations Manager at PNC, he managed a portfolio that accounted for 35% of the retail banking market in McLean. And, as an Investment Counselor and Financial Advisor for BB&T Investment Services, he advised clients in eight Northern Virginia BB&T financial offices.
Prior to pursuing a career in financial advisement, Mr. Lewis was an entrepreneur in the retail sector, managing several regional Domino's Pizza stores as a partner in Team Washington, Inc. Implementing cost controls and strategic marketing initiatives, he set the company on the path to maximizing profits, increasing annual sales by 15-35%.
Mr. Lewis is a member of NAIFA and the Greater Washington Board of Trade. He has received certifications for Series 7, Series 65, Series 6 and Series 63; insurance licenses in Virginia, Maryland, Distric of Columbia and Texas; and the Virginia Life and Health Certificate.
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