Bob Lewis Email and Phone Number
Bob Lewis work email
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Bob Lewis personal email
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.
Capital Group Private Client Services
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Senior Vice President And Private Wealth AdvisorCapital Group Private Client Services Jun 2009 - PresentLos Angeles, California, Us
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Vice PresidentBernstein Global Wealth Management Jan 2004 - May 2009New York, New York, Us -
Business Unit Director - AmericasIntergraph Pp&M 2002 - 2004Madison, Al, Us -
Vp Sales And ServiceVentro Corporation 2000 - 2002
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Vp And General ManagerAsahi/America 1990 - 2000Lawrence, Massachusetts, Us
Bob Lewis Education Details
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D'Amore-Mckim School Of Business At Northeastern UniversityManagement And Operations -
Colby CollegeBs
Frequently Asked Questions about Bob Lewis
What company does Bob Lewis work for?
Bob Lewis works for Capital Group Private Client Services
What is Bob Lewis's role at the current company?
Bob Lewis's current role is Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services.
What is Bob Lewis's email address?
Bob Lewis's email address is bo****@****oup.com
What schools did Bob Lewis attend?
Bob Lewis attended D'amore-Mckim School Of Business At Northeastern University, Colby College.
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