The Commerce Trust Team
Meet the people spearheading the more personalized approach to building wealth.
Jeffrey Lewis, CTFA
Senior Vice President, Private Client Advisor Team Leader
Jeff is a private client advisor and team leader for Commerce Trust. He serves as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all our services, including trust administration, financial advisory services, private banking, and investment management. Jeff facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience.
Jeff joined Commerce in 2021 and prior to this he worked in a similar trust management role. Jeff graduated from Baker University with a Bachelor of Science in business administration with an emphasis in finance. Jeff is a current member of the Kansas City Estate Planning Society and also volunteers at The Children’s Place and Rose Brooks.
Start a conversation with Jeff
How Can Our Team Help You Today?
Required information*