Tom Lewis

Financial Advisor
NMLS #2607547
600 Hyde Park-Rte202,Mechanic.Rd
Suite 600
Doylestown PA 18902
(215) 340.3347
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Thomas Lewis is a Merrill Wealth Management Financial Advisor who has worked in the finance industry from the time he finished his academic career. Tom is a graduate of Saint Joseph’s University where he earned his degree in Business and Finance in 2020 while competing as a Division I golfer. In addition to supporting pre retirees and retirees meet their lifetime income needs, Tom works closely with younger generation clients, helping them learn the markets and start building momentum early. He holds the Chartered Retirement Planning Counselor™, CRPC™, designation awarded by the College for Financial Planning Institutes Corp. After living in Arizona for several years, Tom and his fiancée, Sara, moved to Doylestown Pennsylvania in March 2024, around the same time he joined Merrill. Outside of work he enjoys golf, shooting pool, and exploring local trails with his German Shepherd/Husky mix, Luna.
Profile

Thomas Lewis is a Merrill Wealth Management Financial Advisor who has worked in the finance industry from the time he finished his academic career. Tom is a graduate of Saint Joseph’s University where he earned his degree in Business and Finance in 2020 while competing as a Division I golfer. 
 
In addition to supporting pre retirees and retirees meet their lifetime income needs, Tom works closely with younger generation clients, helping them learn the markets and start building momentum early. He holds the Chartered Retirement Planning Counselor™, CRPC™, designation awarded by the College for Financial Planning Institutes Corp.
 
After living in Arizona for several years, Tom and his fiancée, Sara, moved to Doylestown Pennsylvania in March 2024, around the same time he joined Merrill Lynch. Outside of work he enjoys golf, shooting pool, and exploring local trails with his German Shepherd/Husky mix, Luna.

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.
Fernanda Aristizabal
Wealth Management Banking Specialist
Merrill
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Thomas Lewis is registered to do business in AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY.
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.