Lewson, Hsu, Starrett Group
Merrill Lynch Wealth Management
63 Copps Hill Road
Floor Gr
Ridgefield, CT 06877
(203) 894.7828
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Mission Statement
Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Videos
Preserve and grow your legacy
Recognition
David Lewson
First Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Meet Our Team
David Lewson,

CPFA™, CRPC™

First Vice President, Senior Financial Advisor
203.894.7828
Jason Hsu,

ChFC®, CAP®, CEPA®, CLU®, CRPC™

First Vice President, Wealth Management Advisor
203.894.7823
Peter Starrett,

CRPC™

Vice President, Senior Financial Advisor
203.894.7841
Christopher Malcolm Sun
Officer, Registered Wealth Management Client Associate
203.894.7818
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.
Andre Reguinho
Retirement Specialist
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.
CAP®, and Chartered Advisor in Philanthropy®, and Chartered Life Underwriter® and CLU® marks are the property of The American College of Financial Services, which reserves the sole rights to their use, and is used by permission.