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Charles Lewis
Wealth Management Advisor, Vice Presi... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Merrill Lynch Wealth Management</span>
Seasoned wealth management professional with 44 years of experience.
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Location
San Francisco, California, United Sta...
Languages
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English Full professional proficiency
Skills
- Wealth Management
- Design
Bio
Generated by
Topline AI
Charles Lewis is a seasoned wealth management professional with 44 years of experience as a Vice President at Merrill Lynch Wealth Management. He possesses full professional proficiency in English and holds a Bachelor's Degree from the University of Dayton. He is also certified as a Personal Investment Advisor by Merrill Lynch Internal.
Credentials
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Personal Investment Advisor
Merrill Lynch InternalApr, 2014- May, 2026
Experience
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Wealth Management Advisor, Vice President
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Oct 1979 - Present
Vice President, Wealth Management Advisor
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Education
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1973 - 1978University of Dayton
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Wealth Management”
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