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Michael Lewis

Advisor at Family Legacy Financial Solutions, LLC

Updated today

Location

Cary, NC 27513

Credentials

CFA®, Series 63

Industry experience

26 years

About

Michael Lewis is a CFA® charterholder with 26 years of industry experience. He is currently with Family Legacy Financial Solutions, LLC, where he has worked since 2024. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and BNY Mellon Capital Markets, LLC. Lewis serves as a board member of the American Red Cross of Eastern North Carolina. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk-tolerance systems and actively managed model portfolios, and it operates an affiliated tax consultancy alongside direct insurance sales.

Client services

Based on Family Legacy Financial Solutions, LLC

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Book author

Expertise

Based on Family Legacy Financial Solutions, LLC

Early retirement planning Retirement income strategy Annuities Concentrated stock management Private / alternative investments

Demographic focus

Based on Family Legacy Financial Solutions, LLC

Approaching retirement Married/Couples/Partners

Fee options

Fixed

Fixed fee for financial planning, typical minimum $5,000, negotiable, one-time fee.

Percentage

$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.70% annually

Commissions

Commissions earned from insurance product sales; amounts vary and are customary in the insurance marketplace.

Other

Minimum fee: Typical minimum charge of $5,000 for stand-alone financial planning. Fee-only: Investment management fees range from 0.7% to 1.25% annually, negotiable.

Location

6501 Weston Pkwy, Suite #300

Cary, NC 27513

Most active in

North Carolina · Texas

Work history

Family Legacy Financial Soklutions, LLC

2024 - Present (2 years)

Cambridge Investment Research Advisors

2019 - 2024 (5 years)

Cambridge Investment Research, Inc.

2018 - 2024 (6 years)

Bny Mellon Capital Markets, Llc

2014 - 2018 (4 years)

Bny Mellon Capital Markets, Llc

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 63

Durham, NC

Chris C Crenshaw Financial Services, LLC

Christopher Crenshaw is the sole advisor at Chris C Crenshaw Financial Services, LLC, an independent firm based in Durham, NC. He holds a Series 63 designation and has 16 years of industry experience. He has been with his firm since 1996. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. It emphasizes strategic asset allocation, diversification, and both fundamental and technical analysis, serving a concentrated group of primarily high-net-worth clients alongside corporate and business clients.

Wealth management
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Series 65

Cary, NC

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Raymond Eustace is a financial advisor at Eustace Advisors in Cary, NC, holding a Series 65 designation with three years of industry experience. Prior to founding Eustace Advisors, he worked at ClearComm Technical Sales from 2003 to 2020 and operated Nadaje Holdings LLC from 2013 to 2022. Eustace Advisors is an independent, fee-only firm that provides advice-only financial planning and investment analysis to individuals and high-net-worth clients. The firm’s approach is based on Modern Portfolio Theory with a focus on long-term, passive investment strategies, and it offers services including financial plan development, project-based planning, ongoing planning, educational seminars, and optional tax return preparation.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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New Hill, NC

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General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
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Series 65

Morrisville, NC

gnrfunds LLC

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Active portfolio management Concentrated stock management Options & derivatives strategies Executive
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Series 65

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Annuities
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Joseph S

PFS™, Series 65

Durham, NC

Reliance Financial Group, Inc.

Joseph Stover is a financial advisor at Reliance Financial Group, Inc. in Durham, NC, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has been with Reliance Financial Group since 1999. Reliance Financial Group is an independent firm providing discretionary portfolio management, financial planning, and consulting to individual investors, retirement plans, and charitable organizations. The firm emphasizes asset allocation and model-based portfolios, combining fundamental security analysis with long-term investment strategies and periodic rebalancing.

General retirement planning Cash flow / budgeting General tax planning Wealth management
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