Miriam Lewis
Client Service Associate

Miriam (she/her) plays a key role in ensuring our office runs efficiently and provides valuable support for our clients. She manages a wide array of duties, including support for our team’s client accounts, scheduling and document preparation for client meetings, and assisting with marketing efforts.

Throughout her career in financial services, Miriam has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.

Before working in the financial industry, Miriam worked in public education outside of Washington, D.C. She earned her bachelor’s degree from the University of North Carolina Wilmington.

Originally from North Carolina, Miriam enjoys attending local sporting events and can be frequently found in the stands at Carolina Hurricanes, Durham Bulls, and Duke basketball games.