Lewis Rosenwald Loftus Group

Merrill Lynch Wealth Management
600 Hyde Park-Rte202,Mechanic.Rd
Suite 600
Doylestown, PA 18902
(215) 340-3323
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Lewis Rosenwald Loftus Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Lewis Rosenwald Loftus Group
Merrill Lynch Wealth Management
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.

Recognition
Lewis Rosenwald Loftus Group Team Photo
Christopher Lewis
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Welcome

We offer you ideas and resources, using a disciplined approach to managing wealth that puts you, rather than the market, at the center of the process. We can help you identify your goals, prioritize and then address them with access to the investing capabilities of Merrill and the banking convenience and lending solutions of Bank of America. Whether your goals include planning to fund the next generation's education, ensuring your money lasts in retirement, covering potential health care costs, or preserving wealth, the team can help you develop a personalized financial strategy aligned with those goals.

Meet Our Team
Lewis Rosenwald Loftus Group Team Photo
Christopher Lewis,

CFP®, CPFA™, CRPC™

Managing Director, Wealth Management Advisor
215.340.3323
Lewis Rosenwald Loftus Group Team Photo
Daniel Loftus,

CFP®, CIMA®, CPFA™, CRPC™, CSRIC®

Financial Advisor
215.340.3392
Lewis Rosenwald Loftus Group Team Photo
Jon S Rosenwald,

CFP®

Senior Vice President, Senior Consultant
215.340.3393
Lewis Rosenwald Loftus Group Team Photo
Sharon Yerkes,

AWMA™

Vice President, Registered Wealth Management Client Associate
215.340.3328
Lewis Rosenwald Loftus Group Team Photo
Cheryl W Tobin,

CRPC™

Wealth Management Specialist
215.340.3343
Lewis Rosenwald Loftus Group Team Photo
Lindsey Minissale
Officer, Registered Wealth Management Client Associate
215.340.3302
Lewis Rosenwald Loftus Group Team Photo
Alyssa M Soto
Registered Wealth Management Client Associate
215.340.3307
Lewis Rosenwald Loftus Group Team Photo
Jennifer Keaveney
Wealth Management Client Associate
215.340.3329
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
Kevin Engelstad
Retirement Specialist
Bank of America, N.A.
Christopher Caradec
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.