Charles Lewis
Vice President, Wealth Management Advisor
555 California St
San Francisco, CA 94104
415.274.6024
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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

Charles graduated from the University of Dayton with a BA degree in business in 1978 with a minor in theatre. He began his career at Merrill Lynch in 1979 and is now in his 39th year. As a Vice President and Wealth Management Advisor, Charles has come to understand the importance of working with clients to help them truly identify their life goals. He takes the time to listen, ask questions and empathize in order to truly understand what is important to each client

After time spent identifying each client’s priorities for their lives, he employs a holistic approach to help clients realize each goal. Charles works closely with his clients, other trusted advisors and Merrill Lynch specialists to deliver effective, consistent advice. In addition to providing traditional advice and guidance, He helps clients pursue their objectives by building and managing strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.

He believes that his experience and integrity, combined with his access to the vast resources at Merrill Lynch Wealth Management, form the cornerstone of client relationships and satisfaction. His experience, which has been broadened through many market conditions, is a focal point for individuals and families seeking a balanced, goals-based wealth management approach. He believes that wealth should be managed to help achieve outcomes that are personally meaningful to each client
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

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.

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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Charles Lewis is registered to do business in AZ, CA, CO, CT, FL, ID, IL, KY, NC, NJ, NV, NY, OR, PA, SC, TX, UT, VA, WA, WI.