John Lewis II

John Lewis II is a trusted advisor known for guiding high-net-worth clients and closely held businesses through complex corporate, tax, and succession matters. His practice spans ownership transitions, wealth-preservation strategies, and sophisticated estate planning. With decades of experience, he consistently delivers practical, strategic solutions tailored to long-term growth and stability.

John holds a J.D. from West Virginia University, where he served as Executive Editor of the Law Review, and a B.S. in Accounting from Wheeling Jesuit University. This foundation in law and finance enables him to analyze intricate tax structures, design multi generational planning vehicles, and advise clients with technical precision and business-minded insight.

Throughout his career, John has represented family businesses, private equity firms, and high-net-worth individuals in matters involving succession planning, asset protection, and corporate structuring. His work includes advising founders on transition options, implementing dynasty trusts and other planning vehicles, and helping businesses prepare for and execute sale processes efficiently and clearly.

John’s mergers and acquisitions experience is extensive, encompassing more than 200 transactions across varied industries, with a notable concentration in financial services. He counsels private equity clients on acquisitions, sales, and strategic planning, ensuring well-structured deals that align with long-term objectives and regulatory considerations.

Recognized for his strategic approach and reliability, John has served on the boards of privately held companies and multiple nonprofit organizations. Clients value his ability to simplify complicated issues, anticipate challenges, and guide them toward informed decisions that protect assets and support continued growth.

John Lewis II continues to focus on corporate, tax, trusts and estates, and succession planning matters, using his experience to help clients navigate risk, preserve wealth, and achieve business goals with confidence.

Law Office Affiliations

• Attorney, Metz Lewis Brodman Must O’Keefe LLC
• Member, Pennsylvania Bar Association
• Member, West Virginia Bar Association

Licensed State

• Pennsylvania
• West Virginia

Education

• West Virginia University
  Juris Doctor (JD)
• Wheeling Jesuit University
  Bachelor of Science (BS)
  

Awards & Badges