Cindy Lewis, CTFA, CISP, AEP®Senior Vice President, Family Office Relationship Manager
Start a conversation with Cindy
Cindy is a senior private client advisor for Commerce Trust Family Office, focusing on family foundation services, family administration and CFO services. She serves as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management.
Cindy facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. Cindy joined Commerce Bank in 1992.
Cindy received her Bachelor of Science degree in business administration from Southern Illinois University at Carbondale. She received the designations of Certified Trust and Financial Advisor and Certified IRA Services Professional, which are administered through the Institute of Certified Bankers, a corporation sponsored by the American Bankers Association. In 2009, she received the Accredited Estate Planner® designation from the National Association of Estate Planners and Councils.
Cindy is a member and former president of the Estate Planning Council of St. Louis, member and former treasurer of the Society of Trust and Estate Practitioners (STEP), St. Louis Branch, and a board member and finance committee member of Forest ReLeaf of Missouri. She is also a member of the Fund Development Committee for the Girl Scouts of Eastern Missouri, St. Louis Art Museum’s Planned Giving Council, and the FIS Wealth Management Advisory Board.