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The Lewis Group of BB&T Scott & Str ingfel low
Email [email protected] Website
TheLewisGroup.BBTScottStringfellow.com
John B. Lewis (804) 787-1138
Title: Senior Managing Director, Financial Advisor
Team Role: Director of Client Relationship
Management, Family Wealth Director,
Team Leader
Joseph W. Bartholomew (804) 775-2886
Title: Senior Vice President, Financial Advisor
Team Role: Director of Portfolio Management,
Investment Strategy, Lead Financial Planner,
Team Manager
Richard T. Blackwell (804) 782-8764
Title: Senior Vice President, Financial Advisor
Team Role: Director of Strategic Partnership, Client
Relationship Manager, Lead of Business
Development Initiatives
Kylie A. Roman(804) 787-1332
Title: Registered Client Service Associate
Team Role: Director of Operations and Client
Services, Portfolio Management Assistance, Team
Compliance Specialist
Trevor C. Adams (804) 787-8239
Title: Client Service Associate Team Role: Director
of Client and Business Development, Team
Financial Planner
Katherine M. Townes(804) 787-1007
Title: Client Service Associate Team Role: Director of Marketing
and Client
Experience, Event Planner, Branding, Team Public
Relations Manager
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John B. Lewis Senior Managing Director, Financial Advisor
[email protected] (804) 787-1138
John is a founding partner of The Lewis Group and serves as the
teams family wealth director. He advocates client engagement and
deep relationships within the groups process is a necessary element
to achieve long-term goals. John provides a consistent review
process as well as extensive educational services through
individual/family meetings, conference calls and unique events.
After graduating from Washington and Lee University with a
Bachelor of Arts in History, he began his career in 1986 at Central
Fidelity Bank in Lynchburg. John has vast experience in the
financial services industry with prior tenure at Lehman Brother,
UBS, SunTrust, and Morgan Stanley. John is also very active within
the Richmond community. He is the former President of the Richmond
Chapter W&L Alumni organization, former Chairman of Western
Henrico Ducks Unlimited and past Board Member of Maymont and the
Steward School. John currently serves on the Boards of the Faison
School for Autism, Hospital Hospitality House and the Richmond
Chapter W&L Advisory Board. He is also a member of the Virginia
Council of CEOs and is the Treasurer of Western Henrico Ducks
Unlimited and Douglas Freeman Lacrosse Club. John recently was
awarded BB&T Scott & Stringfellows John Sherman Leadership
Award for his commitment to community service in the Richmond area.
He has also been named to the 2016 Financial Times 400 Top
Advisors.
John lives in Richmond with his wife, Libby, and their two sons,
Porter and Warner. He enjoys spending time at the river, coaching
youth basketball, being active in his childrens lacrosse careers
and managing his familys beef cattle farm.
The Team
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Joseph W. Bartholomew IIISenior Vice President, Financial
Advisor [email protected] (804) 775-2886
Joe is a founding partner of The Lewis Group and serves as the
lead planning and portfolio strategist for the team. He promotes a
goals-based wealth management approach and customized investment
strategies designed to manage risk along with the flexibility to
adapt to changing economic conditions and evolving personal
needs.
Having been in the investment and private banking industry since
1996, Joe has previous tenure at SunTrust, UBS, and Morgan Stanley
prior to his career at BB&T
Scott & Stringfellow. His extensive knowledge of economics,
financial markets, and asset allocation allows the team to provide
comprehensive financial plans and portfolio designs tailored to the
needs of each client and family. Joes community involvement
includes serving as the former chair of the Alumni Advisory Board
for The Longwood College of Business & Economics. He is a past
Board and Founding Member of the Richmond Giving Circle, former
President of the Commonwealth Association of Financial
Professionals, past President of the Foundation Board for Boaz
& Ruth and previous Fundraising Committee Member of the Massey
Cancer Center. Joe currently serves on The BB&T Scott &
Stringfellow Advisory Board as an advocate for clients, advisors,
and associates. Joe received his Bachelor of Science in Business
with a concentration in Finance from Longwood University in 1996
and a Masters degree in Financial Economics from Virginia
Commonwealth University in 2000.
Joe currently lives in Midlothian, Virginia, with his wife, Dr.
Christina Bartholomew, and their three children, Abby, Jack, and
Tyler. He enjoys spending time with his family, coaching
basketball, camping with the YMCA Indian Guides programs, and
boating at Smith Mountain Lake. In his spare time, Joe loves to
hike, run, bike and has completed several marathons and
triathlons.
The Team
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Richard T. Blackwell, AAMSSenior Vice President, Financial
Advisor [email protected] (804) 782-8764
Rick became partner of The Lewis Group in January 2016 and
serves as the team Client Relationship Manager and Business
Development Director. He began his career at BB&T Scott &
Stringfellow in 2004 after completing BB&Ts prestigious
Management Development Program. Rick listens to clients goals and
objectives and gives thoughtful recommendations reflecting unique
priorities combined with a deep understanding of financial
markets.
Rick received his bachelors degree in Analytical Finance from
the Wayne Calloway School of Business at Wake Forest University. He
is FINRA Series 7, 9, 10, 31, 66 and Variable Life and Annuity
licensed. He has also earned the Accredited Asset Management
Specialist (AAMS) designation from the College for Financial
Planning. Rick served as an officer in the U.S. Army from 2004 to
2012 and received the U.S. Army Bronze Star Medal in 2008 by
authorization of the President of the United States for
exceptionally meritorious actions in combat. His BB&T awards
include Outstanding Achievement by a Financial Advisor,
Mid-Atlantic Region in 2013 and the John Sherman Leadership award
in 2008 and 2013. Currently, Rick serves as the Chair of the
Central Virginia Community Leadership Board of the American
Diabetes Association and has served as Co-Chair of BB&T Scott
& Stringfellows CARE Committee. Rick serves on the BB&T
Scott & Stringfellow Advisory Board as well as the S&S
Educational Foundation.
Rick and his wife, Dr. Theresa Call, reside in Montpelier,
Virginia and are expecting their first child in June. In their
spare time, they enjoy a variety of outdoor activities including
skiing, fishing, kayaking and gardening.
The Team
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Trevor C. AdamsClient Service Associate
[email protected](804) 787-8239
Officially joining The Lewis Group in August 2012, Trevor
previously served as the teams intern for two summers. He assists
the team with comprehensive financial planning by establishing
clients goals and evaluating the clients current financial status,
then developing the financial plan before
implementation. Trevor also helps the team with performance
reporting, client relationship management, and business development
efforts.
Trevor graduated from Virginia Polytechnic Institute & State
University, majoring in economics and earning a Bachelor of Science
in business. He currently serves on the Young Philanthropy Planning
Committee of The Doorways (formerly Hospital Hospitality House of
Richmond), the Junior Board for the Faison School and is the
assistant treasurer for Western Henrico Ducks Unlimited. In his
spare time, Trevor enjoys traveling, shooting sports, and
competitive paintball. He is also an avid car and motorcycle
enthusiast.
The Team
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Kylie A. RomanRegistered Client Service
[email protected] (804) 787-1332
Kylie joined The Lewis Group in March 2014. Prior to joining the
team, she was the Investment Operations Specialist at Northwestern
Mutual in Richmond where she facilitated operational tasks for the
investment department. Kylie helps the team by onboarding and
updating client accounts,
maintaining asset movement requests and supporting daily service
requests. As a registered associate, she assists with trading
andportfolio management. In addition to obtaining her Series 7 and
66 registrations, Kylie is also Series 9 and 10 registered as a
general securities principal supervisor.
Kylie is originally from Pittsburgh, PA, and graduated from
Virginia Tech in 2011 with a Bachelor of Science in business with a
concentration in finance. During her time in Blacksburg, Kylie
served as the Treasurer for Zeta Tau Alpha and was very active with
the Breast Cancer Awareness and Education philanthropy. In her
spare time, Kylie enjoys spending time on the river, attending
barre classes and watching football - Go Steelers and Hokies!
The Team
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Katherine M. Townes Client Service Associate
[email protected] (804) 787-1007
Kate joined The Lewis Group in April 2015. She is responsible
for constructing and supporting the teams marketing platform, and
enhancing the groups client experience. Kate manages the teams
online presence by optimizing the teams social media strategy and
webpage. She assists the team with client
communication and organizes client appreciation events. Kate
previously worked at Davenport & Company as the firms Marketing
Coordinator.
A Richmond native, Kate currently resides in Glen Allen,
Virginia. She received her Bachelor of Arts in economics with a
financial emphasis and a minor in leadership studies from Lynchburg
College. Kate was a founding member of the Lynchburg Collegiate
Entrepreneurs Organization, and was a member of the School of
Business and Economics Student Advisory Board. Kate is passionate
about greyhound rescue, and in her spare time is learning
Italian.
Katherine M. TownesClient Service Associate
[email protected] (804) 787-1007
The Team
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The Lewis Group o f B B & T S c o t t & S t r i n g f e
l l o w
Purpose | Passion | Planning
Email [email protected]
Main (804) 787-1138 | Toll-Free (800) 552-7757 | Fax (804)
649-2916
Website TheLewisGroup.BBTScottStringfellow.com
Riverfront Plaza, West Tower
901 East Byrd Street, Suite 500
Richmond, Virginia 23219
