David Lewson
,
First Vice President, Senior Financial Advisor
63 Copps Hill Road
Ridgefield, CT 06877
203.894.7828
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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

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 CounselorTM, CRPCTM 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.

Videos
Preserve and grow your legacy
Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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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.
Mark D Temple
Employee Benefits Specialist
Bank of America, N.A.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
David Lewson is registered to do business in AZ, CA, CT, DC, DE, FL, GA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WV, WY.