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Tax Week Announcement: FSI Expands Advocacy Agenda, Hires Retirement & Tax Issue Expert

Financial Services Institute / Tax Week Announcement: FSI Expands Advocacy Agenda, Hires Retirement & Tax Issue Expert
  • Tax Week Announcement: FSI Expands Advocacy Agenda, Hires Retirement & Tax Issue Expert

    April 16, 2012

    The Financial Services Institute (FSI) today announced that it has expanded its advocacy agenda to include retirement and tax issues and has hired an expert advocate to vigorously pursue these issues for its independent financial services firms, their affiliated financial advisors and their clients. FSI is pleased to announce the hiring of Robert Lewis as Government Affairs Counsel for Tax & Retirement.

    “FSI does one thing and does it well: successfully advocate for our members and their Main Street American clients,” FSI President & CEO Dale Brown said. “During Tax Week, it is fitting that we announce the expansion of our agenda and our team, to include tax and retirement — two issues critical to our members and the hard-working clients they serve. Robert brings tremendous experience to FSI and we are excited to get to work shaping the debate.”

    Robert joins FSI with more than 10 years’ experience in Washington, D.C. He spent four years working on Capitol Hill for U.S. Senator Zell Miller (D-GA) on the Senate Banking Committee. After Sen. Miller’s retirement, Robert joined Financial Executives International as Manager of Government Affairs, focusing on Pension and Retirement issues.

    Robert left to attend Catholic Law School — graduating in 2010 — and was a Law Clerk for U.S. House Judiciary Chairman Lamar Smith (R-TX). Most recently, he was Manager of Federal Affairs for the Community Financial Services Association of America. Robert is a 2001 graduate of Morehouse College with a B.A. in Political Science.

    “Not only is this Tax Week, a time when most Americans focus more closely on tax issues, but April is Financial Literacy Month,” Brown continued. “With our expanded mission and new addition to our team, we will increase our efforts to protect consumers’ access to affordable, unbiased financial advice and to plan for the retirement they deserve.”

     

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