Principal Advisor

Where “process” meets “money management”, Regina is Principal Advisor for RD Lewis Wealth Management. Bringing her prior experience in banking and administrative support, Regina works with clients to help them meet their investment objectives.

Graduating with Honors from American International University with a degree in Business Administration, Regina decided to use her determination for innovation and efficiency to help create a virtual platform for money management. Her desire to give back to the community and those with limited opportunities prompted her to acquire her Series 65 license so she could provide financial education and support to those seeking financial services.

Born and raised in New York, Regina is the proud mother of two boys. She enjoys traveling and sports (mostly basketball and football). Regina also does volunteer work in American Sign Language.