Courtney Lewis-Williams

Courtney Lewis-Williams

Financial Representative

New England Financial - Houston
3700 West Sam Houston Parkway South, Ste. 410
Houston, TX 77042

Phone: (713)963-4125
Fax: (713)963-1420
E-mail:

 

 
BUSINESS PHILOSOPHY
 
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
PRODUCTS AND SERVICES

§         Fixed and Variable Annuities
§         Charitable Giving Strategies
§         Disability Income Insurance
§         Estate Conservation Strategies
§         Education Funding Strategies
§         Health Insurance
§         IRA Consolidation/Rollovers
§         Long-Term Care Insurance
§         Mortgage Protection (through life insurance and disability income insurance)
§         Lump Sum Pension Distribution
§         Medicare Supplement Coverage
§         Pension Payout Alternatives
§         Pension Transfer/Rollovers
§         Mutual Funds
§         Tax Sheltered Annuities, 403(b) Plans
§         Term Insurance
§         Universal Life Insurance
§         Variable Universal Life Insurance
§         Whole Life Insurance
§         Stocks & Bonds
 
 
QUALIFICATIONS
 
§         Over 11 years in Banking and Financial Services Industry experience
§         Registered to offer securities products in Texas
§         Licensed to sell Life & Health Insurance in Texas
§         Registered Representative of New England Securities
§         Series 7 and 63 Licensed
 
PERSONAL
 
§         Native Houstonian
§         BBA General Business, University of Houston
§         MBA Global Management, University of Phoenix
§         Hobbies include professional networking, traveling, camping, exercising, reading and fishing
 
 
ORGANIZATIONS
 
§         Member of Texas Wall Street Women
§         Member of Texas Young Professionals
§         Member of Rodeo Houston Souvenir Program