Jeffery Lewis's Location
Kennewick, WA, US
Jeffery Lewis's Work
- Founder @ Epic Trust Financial Group LLC
- Co-Founder @ Epic Advisor Tech Inc
- Financial Advisor and PIA Portfolio Manager @ Merrill Lynch
- Investor Asset Management - Audit @ Bank of America
Jeffery Lewis's Education
- Brigham Young University
BS (Business Management)
2006 - 2008 - Brigham Young University - Idaho
Jeffery Lewis's Skills
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Estate Planning
- Investment Strategies
- Insurance
- IRAs
- 401k
- Annuities
- Commercial Lending
Jeffery Lewis's Summary
Jeffery Lewis, based in Kennewick, WA, US, is currently a Founder at Epic Trust Financial Group LLC, bringing experience from previous roles at Epic Advisor Tech Inc, Merrill Lynch and Bank of America. Jeffery Lewis holds a 2006 - 2008 BS in Business Management @ Brigham Young University. With a robust skill set that includes Retirement Planning, Wealth Management Services, Portfolio Management, Estate Planning, Investment Strategies and more, Jeffery Lewis contributes valuable insights to the industry. Jeffery Lewis has 2 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Jeffery Lewis you were looking for?
Find contact details for 700 million professionals.
Others Named Jeffery Lewis
-
22
-
21
-
13
-
13
-
1
-
11
-
1
Top Epic Trust Financial Group LLC Employees
-
32
-
24
-
11
-
21
-
22
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
