Biz Buzz
Lewis, Bowen among Forbest Best-In-State Wealth Advisors
Tandy G. Lewis, Jr., and John Lee Bowen, managing directors with The Bowen Lewis Investment Group of Raymond James, located at 333 Texas Street, Suite 175, in Shreveport are among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.
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.