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Certified Financial Planner® Chad Lewis Elevated to Partner at 1893 Wealth Management

Amzeal News/10511781
Appointment builds on their promise to provide elite financial planning today, and generations into the future.

OAK BROOK, Ill. - Amzeal -- 1893 Wealth Management, a member of the Northwestern Mutual Private Client Group, today announced the promotion of Chad S. Lewis, CFP®, to partner with the comprehensive financial planning firm.

"A combination of integrity, credibility, and expertise in the field of financial planning has made Chad a trusted advisor to our clients and a builder of our firm culture," said Chad M. McQuade, J.D., CLU®, private wealth advisor and founder of the firm. "With this new leadership role, we are delivering on our promise to clients that 1893 Wealth Management will be an elite planning firm for generations to come."

Lewis brings over ten years of experience developing client relationships through holistic planning and embracing operational principles that ensure an unparalleled client experience.

Upon graduation from the University of Colorado, he began his career as one of 12 people from across the country selected into a year-long financial representative career development program, learning from some of the country's best and brightest financial experts. After growing a practice in Northern California and starting a new firm in Boulder, Colorado, he moved to Chicago and joined 1893 Wealth Management in 2017.

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With a focus on professional development, in 2021, he achieved the Certified Financial Planner® designation.  He is continuing graduate studies in financial psychology and behavioral finance at Creighton University's Heider College of Business.

About 1893 Wealth Management
1893 Wealth Management (https://www.1893wealth.com/) is a comprehensive financial planning firm headquartered in Oak Brook, Illinois, serving clients nationwide.  A member of the Northwestern Mutual Private Client Group, the team utilizes sophisticated planning tools and solutions to expertly guide clients through life's most critical decisions.

About Northwestern Mutual
Northwestern Mutual (https://www.northwesternmutual.com/) has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With $308.8 billion in total assets, $31.1 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $200 billion in investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 90 on the 2021 FORTUNE 500 and is recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2022.

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Karen Spillers

Source: Northwestern Mutual - Chicago
Filed Under: Financial

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