Allyson White Lewis of Jonesboro, Ark., received the Alumni Award of Distinction during Alumni Weekend at William Woods University in Fulton, Mo., April 19-21. Lewis has been a financial advisor for 20 years and is the author of a book on investing, “The Million Dollar Car and $250,000 Pizza” (Dearborn Trade, 2000).
Charts and excerpts from her book have been published in Modern Maturity magazine. She has also been a guest on CNN’s “Your Money” and Bloomberg Information TV.
A 1982 William Woods graduate, her success today reflects the success she enjoyed on campus, where she was selected one of three Junior Outstanding Women and one of four Senior Outstanding Women. She was president of Chi Omega sorority, a member of the tennis team and Phi Beta Lambda business fraternity. She was chosen for Sigma Tau Delta English Honor Society, Alpha Chi Honor Society and Who’s Who Among Students in American Colleges and Universities.
One of the top-producers for a major New York brokerage firm, Lewis works with approximately 700 households and manages more than $125 million in assets. As a certified financial planner since 1988, she helps her clients learn the tricks of successful investing by creating easy-to-understand written plans for them to follow.
In 1993 she invented the CommonSense Financial Process, a financial planning software. It helps advisors create a simple, yet understandable, written plan to assist their clients in building a better financial timeline to comfortably fund the rest of their lives.
She has trained thousands of financial advisors in cities throughout the country and abroad, including New York, Los Angeles, San Francisco, Chicago, Houston, Dallas, Orlando, Baltimore and San Juan.
Lewis and her husband, Mark, have two children—Abby, 5, and J. Mark, 4.
Along with financial advising, Lewis enjoys spreading her money message through motivational and educational speeches across the country.
The Alumni Award of Distinction was first presented in 1952 and honors an alumnus who has achieved national or international recognition in his or her chosen field.