Austin Lewis

Austin began his career in the financial industry in 2011 and has spent more than a decade helping individuals and families navigate important financial decisions. Prior to joining Wealth Enhancement, he held client-facing roles with Vanguard, Charles Schwab, and TD Ameritrade, working closely with high-net-worth and ultra-high-net-worth families on complex planning needs, including concentrated stock positions, liquidity events, tax strategies, estate planning, and multigenerational wealth transfer.

As a third-generation financial planner and advisor, Austin developed an early appreciation for the impact thoughtful financial guidance can have on families. His approach is centered on understanding what matters most to each client and creating personalized strategies that bring clarity, confidence, and long-term perspective.

In his current role at Wealth Enhancement, Austin provides leadership in business development, financial planning, advisor coaching, and practice management. He works closely with custodial partners, prospective clients, and advisors to communicate planning and investment strategies while helping organizations and families make informed decisions about their financial future.

Austin and his wife live in Charlotte, North Carolina, with their two children, Charlie and Emma. Outside of work, he enjoys exploring North Carolina’s waterfalls, spending time with family and friends, and volunteering with the Frisco Education Foundation Scholarship Committee, where he has served since 2018.