Mark Lewandowski
First Vice President, Senior Financial Advisor
NMLS #632140
4900 Hopyard Road
Pleasanton, CA 94588
925.227.6618
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Mark Lewandowski, Senior Financial Advisor
Mark has been with Merrill Lynch Wealth Management for over 21 years and works closely with other Merrill Lynch Wealth Management and Bank of America banking specialists in the field to provide investment advice, guidance, and strategies to help achieve client's financial goals. Mark's purpose is to help clients preserve and grow their wealth under different market environments. Mark also works closely with wineries to assist with retirement planning. Mark holds a Bachelor of Science degree in Business Administration from John F. Kennedy University with honors in Magna Cum Laude. Mark enjoys playing various sports, coaching and watching soccer, traveling the world, and spending time with family.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Vinayak Riyat
Wealth Management Banking Specialist
Cory Slattengren
Wealth Management Lending Officer
NMLS #633512
David Rubalcava
Wealth Strategies Advisor
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Mark Lewandowski is registered to do business in AK, AZ, CA, CO, FL, GA, HI, ID, IL, IN, MA, MD, ME, NC, NE, NM, NV, NY, OH, OR, SC, TN, TX, UT, VA, WA, WV.