James Lewy

James Lewy

  • CFP
  • President
"My clients know that they can count on me to help guide them in their financial decisions, whether big or small.”

Background & Experience 

James began his career as a financial advisor with Smith Barney in Short Hills, NJ, where he developed fundamental investment knowledge. In 2001 he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, with the goal of building a team approach toward financial advice tailored specifically for individuals as well as families.

With a focus on education, James earned his bachelor’s degree in economics at the College of New Jersey. In 1997, he earned the CERTIFIED FINANCIAL PLANNER™ certification by completing the approved educational program, passing rigorous examinations and meeting stringent experiential requirements. 

James has formerly served on the board of trustees of the Hunterdon County YMCA. James has also chaired the organization’s Strong Kids Campaign, an annual program that raises scholarship funds for families in need. James is a former member of the board of trustees of his local synagogue.

Away from the Office

Always active, James enjoys his free time with his wife, Mary Clare, and their son and daughter.  He thrives on physical and intellectual challenges, whether it’s biking the hills of Hunterdon County or playing golf. In his passion for adventure, James has worked as a licensed flight instructor and also flew for Shadow Traffic. As a family, the Lewys enjoy skiing, summers at the Jersey Shore, and art and theater in New York City.