Experience

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  J David Lewis Photography

  • United States
  • Photography
  • 1 - 100 Employee

  • Author

    • Jan 2023 - Present

    In 2006, I collected my photography into a book titled "My Trip Around the Sun – 2005.” The project was undertaken for book layout experience. Only one was printed.In January 2023, I began collecting life stories. Those stories evolved into a manuscript, with insights into my life through undergraduate school and my transition into a banking career. The work has occupied much of my thought and time during 2023, with the possibility it might be published. Recognizing that there may be other topics I want to explore in writing is invigorating. Therefore, I have identified myself as an author for LinkedIn purposes.

  • Photographer

    • Jun 1970 - Present

    www.jdlphotography.com

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  The Mather Group

  • Knox County, Tennessee, United States

  • Managing Director

    • Jun 2020 - Dec 2023
    • Knox County, Tennessee, United States

    Prior to The Mather Group, David founded Resource Advisory Services in 1985 to offer fiduciary, fee-only financial planning for families, based on NAPFA standards. Over the decades, he has watched clients improve their lives as financial planning evolved into a profession. David finds great satis...

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  Resource Advisory Services

  • Knoxville, Tennessee Area

  • Fee-Only Financial Planner - Founder

    • Mar 1985 - Jun 2020
    • Knoxville, Tennessee Area

    In 1984, I was working in a life insurance and securities sales organization that called itself a financial planner. Internally, the firm was clear that it used financial planning as a way to enhance credibility in selling financial products. While in that position, I discovered cassette tapes of...

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  National Association of Personal Financial Advisors

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Treasurer

    • Sep 2015 - Aug 2016

    Assumed this additional role.

  • NAPFA National Board of Directors

    • Sep 2013 - Aug 2016

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation. www.NAPFA.org

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  NAPFA Consumer Education Foundation

  • NAPFA Consumer Education Foundation Board of Trustees

    • Sep 2013 - Aug 2016

    The NAPFA Consumer Education Foundation (NCEF) believes that consumers should be empowered to make the right financial decisions and to take charge of their financial futures. Our mission is to educate consumers about basic financial matters and to help them identify financial services that are i...

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  Foothills Land Conservancy

  • Maryville, TN

  • Board President

    • May 2013 - Mar 2014
    • Maryville, TN

    Foothills Land Conservancy is a non-profit institution dedicated to preserving the landscape beauty of East Tennessee, from the Great Smoky Mountains National Park to the western reaches of the Cumberland Plateau. One of its primary methods is as the holder of numerous conservations easements, w...

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  Various Community Banks

  • Bank Investment Management

    • 1970 - 1983

    Consumer and Commercial Lending, Fixed Income Portfolio Management, Operations Management, Board of Directors Member