Rodney R. Lewis

Rodney R. Lewis Investment Advisor Representative I'm Rodney. I study people before I study portfolios. The Outsider's Advantage
I wasn't born into the country club.

Two worlds shaped me (faith and
finance), giving me a rare perspective on what really matters when money meets meaning. I earned my way in from the outside, watching, learning,
understanding what others missed. That perspective, the successful misfit who studied
humanity from the sidelines, became my greatest asset. Two worlds shaped me: the sacred and the secular. Seminary and the stock exchange.

Faith
and finance. Most people see a contradiction. I see completion. This rare intersection gives me something
most advisors lack: the ability to see your whole story, not just your portfolio. What Makes Me Different
While other advisors chase the next client, I chase the next insight. When I examine market
data, I don't see numbers; I see music, patterns, and stories. The technical becomes artistic, and the
analytical becomes intuitive. I'm the advisor I needed when I was younger. Someone who would hear me, know me, and
never stuff me into a cookie-cutter program. Someone who understood that different people need different
solutions. My Process: Simple, Personal, Powerful

From seminary to stock exchange, I’ve learned that your story is unique. Your financial strategy should be too. Let’s Have That Conversation! Rodney Lewis
Where Faith Meets Finance
Advisor to Successful Misfits. Your Story Deserves a Different Ending

Cetera Networks is a distinct community within Cetera Wealth Services, LLC. Securities are offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser.

03/10/2026

Life Insurance
Thought > Inquiry > Action > Completion

If you’ve been thinking about life insurance…
This is your sign.

DM “START”.
Text “START” to 210.239.9111 for fast response.



D..:
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications

03/07/2026

My Success Reflection

Helping families protect their future never gets old for me.

Message “PROTECT”, you could join them.
Text “Protect” to 210.239.9111 for fast response.

D..:
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications

03/06/2026

Life Insurance Offer

I’m offering coverage reviews this week. (3/7-3/14)
No pressure. No cost. Just clarity.

Comment “REVIEW”.
Text “Review” to 210-239-9111 for fast response



D..:
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications

03/06/2026

Mistake Reminder

Doing nothing is still a decision.

Compounding nothing equal nothing.
You never get the time back.
Unpaid Opportunity Cost is Opportunity Lost

DM “Action.”
Text “Action” to 210.239.9111 for fast response

03/05/2026

Retirement Vision

What are you retiring to?

A personal lifestyle plan isn’t just about money.
It’s about purpose.

DM “Vision” to start.
Text “Vision” to 210.239.9111 for fast response

03/03/2026

Final Reminder

Life insurance isn’t about fear.
It’s about responsibility.

Comment “READY” to get started.
Text “Ready” to 210.239.9111 for fast response.

D…
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications

03/02/2026

High-Income Strategy (IUL/Whole)

High earners need more than basic coverage.
You need strategy.

Message “ADVANCED” for planning.
Text “Advanced” to 210.239.9111 for fast response

D…
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

02/27/2026

Market Volatility

Volatility creates opportunity.

Down markets can be strategic windows for:
Roth conversions
Rebalancing
Harvesting losses to offset gains

Comment “Opportunity” for insights.
Text “Opportunity” to 210.239.9111 for fast response.



D…
Investors should consider their financial ability to continue to purchase through periods of low price levels.
This content is for informational purposes only and is not investment or tax advice. Strategies discussed may not be suitable for all investors. Rebalancing may be a taxable event. Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal on earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.

02/27/2026

Consolidation

Are your multiple accounts = unnecessary stress?

Consolidation can:
Simplify management
Improve tracking
Enhance strategy
Reduce duplication

Comment “Simplify” for a review.
Text “Simplify” to 210.239.9111 for fast response



D…
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful

02/27/2026

Budget-Friendly Insurance Options

Protection doesn’t require a big budget.
I build plans that fit your life.

Comment “BUDGET” for options.
Text “Budget” to 210.239.9111 for fast response

D..
The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

02/27/2026

Roth Myths

Roth conversions are NOT just for the wealthy.

They’re for people who want:
Tax flexibility
Estate efficiency
Predictable income

Comment “Myths” to learn more.
Text “Myths” to 210.239.9111 for fast response



D..
Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.

Address

326 Lakeridge Drive
San Antonio, TX
78229

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm

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