Bart Lewis Email & Phone Number
Co-Founder, Managing Partner
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Bart Lewis Location
- Naples, FL, US
Bart Lewis Work
- Co-Founder, Managing Partner @ Intellus Advisors Wealth Management (October 2024 - Present)
- Branch Manager, Managing Director, Senior Vice President, Investments @ (January 2006 - September 2024)
- Branch Manager, Vice President and Sr. Portfolio Manager @ (August 1996 - January 2006)
- Agent @ (August 1995 - July 1996)
Bart Lewis Education
- Harvard University
Bachelor's Degree
1988-1992
Bart Lewis Skills
- 401k
- 401k Education
- Alternative Investments
- Asset Managment
- Branch Management
- Estate Planning
- Financial Management Services
- Financial Markets
- Financial Modeling
- Financial Planners
- Financial Risk Management
- Fixed Annuities
- Fixed Income Portfolio Management
- High Net Worth Individuals
- IRA Education
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Market Risk
- Personal Financial Planning
- Portfolio Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
- Trust Services
- Trusts
- Wealth Management
- IRA Rollovers
- 401k Rollovers
- Banking
- Marketing
- Financial Analysis
- Investment Management
Bart Lewis Summary
- Bart Lewis, based in Naples, FL, US, is currently a Co-Founder, Managing Partner at Intellus Advisors Wealth Management. Bart Lewis brings experience from previous roles at Intellus Advisors of Raymond James, Legg Mason and MassMutual. Bart Lewis holds a 1988 - 1992 Bachelor's Degree @ Harvard University. With a robust skill set that includes 401k, 401k Education, Alternative Investments, Asset Managment, Branch Management and more. Bart Lewis has 1 emails and 1 mobile phone numbers on RocketReach.
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