Kevin Lewis, CFP^®, CEPA^®

Wealth Advisor

704-733-6901
Kevin.Lewis@CarnegiePW.com

Kevin’s approach to financial planning goes beyond the numbers—it’s about understanding what matters most to his clients and helping them build a path toward their goals. Since starting his career in 2014 and earning his CERTIFIED FINANCIAL PLANNER™ designation in 2023, Kevin has been committed to creating personalized, adaptable plans that evolve with life’s changes and provide peace of mind along the way.

Collaboration is at the heart of Kevin’s work. He partners closely with his clients’ attorneys, accountants, and other professionals to ensure everyone is aligned and working toward the same goals. His process is built around clear communication, thoughtful planning, and a genuine focus on what’s best for each client. 

Outside of work, Kevin enjoys spending time with his wife, Cait, and their two boys, Sawyer and Judah. Originally from Chicago, he and Cait moved to Charlotte in 2014 and now call the Plaza Midwood neighborhood home. As a family, they love biking, exploring new places, and checking out live music. Kevin also stays active with fitness, enjoys the occasional round of golf, and never misses a chance to cheer on the Green Bay Packers.