The Team


Monticello Wealth Management is wholly owned by Jefferson Bank. Since 1946, Jefferson Bank has operated with an attitude and principles of a Texas family business – because that’s exactly what it is. Jefferson Bank has been a strong part of San Antonio’s banking community for more than 70 years. It remains independent, locally-owned and ideally structured for convenient, personalized service. Today, the third-generation leadership is represented by A.J. “Jack” Lewis III, Steve C. Lewis and Paul E. McSween III.

Jefferson Bank Senior Leadership

Jefferson Senior Leadership Team

A.J. “Jack” Lewis III, Steve C. Lewis, Paul E. McSween III

Monticello Wealth Management Team