Bart Lewis Email & Phone Number
Co-Founder, Managing Partner
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Bart Lewis Location
- Naples, FL, US
Bart Lewis Work
- 2024 -now Co-Founder, Managing Partner @ Intellus Advisors Wealth Management
- 2006 -2024 Branch Manager, Managing Director, Senior Vice President, Investments @
- 1996 -2006 Branch Manager, Vice President and Sr. Portfolio Manager @
- 1995 -1996 Agent @
Bart Lewis Education
- Harvard University
Bachelor's Degree
1988-1992
Bart Lewis Skills
- Wealth Management
- High Net Worth Individuals
- Portfolio Management
- Asset Managment
- Investments
- Personal Financial Planning
- Estate Planning
- Trust Services
- Retirement Planning
- Retirement Plan Consulting
- Alternative Investments
- Life Insurance
- Fixed Annuities
- Investment Advisory
- IRA Rollovers
- 401k Rollovers
- 401k
- Financial Modeling
- Investment Strategies
- Market Risk
- Branch Management
- Retirement
- Financial Planners
- Strategic Financial Planning
- Financial Markets
- Fixed Income Portfolio Management
- Trusts
- Financial Risk Management
- Financial Management Services
- Strategic Planning
- Banking
- Marketing
- Financial Analysis
- Investment Management
- Ira Education
- 401k Education
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 Wealth Management, High Net Worth Individuals, Portfolio Management, Asset Managment, Investments and more. Bart Lewis has 1 emails and 1 mobile phone numbers on RocketReach.
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