LEWELLYN FINANCIAL MANAGEMENT                                                     

Simple. Elegant. Wealth Management.                                

CONNECT

Address:

714 Cardley Ave
Medford, OR 97504-6124

Phone:

(541) 772-1380

Fax/Other:

(541) 772-0176

Meet The Team

 

Bart Lewellyn was born in Medford and graduated from Oregon State University. He is series 7,6,63 and 65 licensed, and is a Registered Investment Advisor (RIA) with the state of Oregon.  He started Lewellyn Financial Management in 1995. He has been married to his wife, Victoria, for 26 years and has two children.

 

 

 

 

 

 

 

Alex Lewellyn has been working at Lewellyn Financial since 2012. He graduated from Oregon State University with a Major in Business Administration and a Minor in Economics. He also completed Wall St. Academyin 2013, experiencing the floor of the New York Stock Exchange.  While in school he was a member of Finance Club, became Series 7, Series 66, and life/health insurance licensed. He is also a Registered Investment Advisor (RIA) with the State of Oregon.

 

 

 

 

 

 

 

 

Joe Forrest is an Associate Wealth Advisor at Lewellyn Financial Management. He was born and raised in rural Northern California where he learned to love hunting, fishing, and the outdoors. After graduating from Fortuna High School in 2011 he moved to Corvallis, Oregon to attend Oregon State University. There he earned a Bachelor of Science Degree in Business Administration, with an emphasis in Entrepreneurship.  Joe is currently registered with FINRA (Financial Industry Regulatory Authority) and holds both series 7 and 66 licenses. He holds his Life and Health Insurance Producer license, and is Registered Investment Advisor (RIA) with the state of California.

 

 

 

 

 

 

Operations Manager Neely Brouillette grew up on the southern Oregon and northern California coast and has called the Rogue Valley her home for more than 20 years. She has been a shining force behind LFM for over 12 years. Her dedication and reliability to the clients of LFM has been an integral part of making Lewellyn Financial the success it is today. In her spare time, Neely enjoys homeownership pride, gardening, her love for animals & exercising.

 

 

 

 

 

 

 

 

Victoria Lewellyn is the Director of Client Relations.  She received her bachelor of arts in history and secondary education from Oregon State University and her masters from the University of Alaska in Public Administration.  She was a teacher at Rogue Community College for 12 years before joining Lewellyn Financial to help support Bart's business. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck