Bob Lewis Email & Phone Number

As a Private Wealth Advisor at Capital Group Private Client Services, I work with clients who have achieved success in life and want someone who can assist with a range of complex financial issues. I serve as a trusted advisor, helping them make decisions more easily and with greater confidence. I want clients to know that they don’t have to figure everything out on their own. I live and work in Florida, although I serve clients throughout the U.S. and overseas. Financial responsibility is in my DNA, as are integrity, honesty and compassion. The most satisfying part of my job is sitting with clients and tackling anything that may be causing anxiety — whether it’s planning for retirement, transferring assets to the next generation or navigating a divorce. Clients tell me they’re grateful to have a team they can rely on for input and guidance. It’s extremely rewarding to help them evaluate their options and work toward their goals.Capital Group Private Client Services is a privately owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, trusts and foundations. We are backed by the global resources of Capital Group — one of the world’s oldest and largest asset management firms, with nearly 8,000 associates in offices around the world. Learn more about Capital Group Private Client Services at www.capitalgroup.com/pcs. I am based in Florida and can be reached at bob_lewis@capgroup.com. You can learn more about me and read important disclosures at www.capitalgroup.com/pcs/contact-us/bob-lewis.html.Copyright © 2022 Capital Group Private Client Services.