The Financial Services Institute (FSI) has hired a lobbyist to act as a tax issue advocate for its independent broker-dealers, their affiliated financial advisors and their clients.
The tax advocacy agenda will cover taxation of small businesses, tax reform, the tax-advantaged status of certain assets or accounts such as variable annuities or IRAs, and reducing the tax burden on financial services businesses, according to the FSI, which is an advocacy organization for independent broker-dealers and advisors.
The FSI, based in Washington D.C., has hired Robert Lewis as government affairs counsel for tax and retirement. Lewis has more than 10 years experience in Washington, D.C., where he spent four years working for U.S. Sen. Zell Miller (D-GA) on the Senate Banking Committee. After Miller's retirement, Robert joined Financial Executives International as manager of government affairs, focusing on pension and retirement issues.
"Robert brings tremendous experience to the FSI and we are excited to get to work shaping the debate," FSI President and CEO Dale Brown.
-Jim McConville