We look to establish long term relationships with our clients by providing sound financial advice and outstanding customer service. The growth of our business is directly correlated to the happiness of our clients. The best compliment we can receive is an introduction to family, friends, and co-workers who might benefit from working with us.

David provides clients with the intimacy and personal touch of a small, financial advisory boutique combined with the considerable resources, services, and advice of one of the world's largest and leading financial institutions. We achieve this balance through customized financial strategies and exceptional customer service coupled with Merrill's vast open architecture platform.

We help our clients to focus on these and other challenges:

How to preserve your assets?

How to create a retirement income stream?

How to determine the right mix of stocks, bonds, and liquid assets?

How to manage investment risk?

How to maximize the transfer of wealth?

David Lewson is a Senior Financial Advisor at the Ridgefield Merrill Lynch Wealth Management office. David, along with a team of specialists, works with a select group of families and businesses in developing strategies to create, grow, preserve, and manage their wealth.

David graduated from Rensselaer Polytechnic Institute with a B.S. degree in 1986. He has been in the financial services industry since 1999. David holds a Chartered Retirement Planning Counselor^TM, CRPC^TM designation and a Certified Plan Fiduciary Advisor^® designation.

He lives in Redding, CT with his wife, Beth. David has served as a member of the Redding Board of Ethics, the Redding Board of Education, a trustee of the Western Connecticut Academy of International Studies Magnet School, and a board member of Education Connection.