David Lewis Email and Phone Number
David Lewis work email
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David Lewis personal email
After 30 years in the financial services business and being recognized numerous times by the Wall Street Journal and other financial publications for stock picking, I joined Infinity Financial Partners, a firm focused on innovative financial planning solutions. I recently made this move in an effort to help individuals better position themselves for financial freedom. We are a one-stop shop providing a full array of financial products and strategies to maximize long-term wealth management. These individual and business services include retirement planning, investment strategies to manage risk, tax strategies and accounting to reduce payments to the government, estate planning, mortgage brokerage, insurance (life, LTC, annuities, home and auto). Let me know if we can help you or anyone you know in creating a stronger financial plan for a worry-free retirement. Many friends and referrals we work with now had put this process off for years. Now is the time to take action and position yourself for a better financial future. Risk management is particularly important today with the stock market at record highs and bond yields at historic lows. We look forward to working with you soon!(O) 770-790-5043david@infiniftyfinpartners.com
Creative Financial Partners
View- Website:
- creativefinpartners.com
- Employees:
- 9
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Director Of InvestmentsInfinity Financial Partners, Llc Jan 2015 - PresentUnited States
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Chartered Financial AnalystCreative Financial Partners Dec 2014 - PresentDunwoody, Ga.Providing innovative financial solutions for a more efficient wealth building process. -
Principal ConsultantDol Consulting Services 2009 - 2014Greater Atlanta Area
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Senior Vice PreisdentRaymond James Financial, Inc. 2007 - 2009 -
Executive Vice President, Equity ResearchSuntrust Robinson Humphrey 1984 - 2007Greater Atlanta Area
David Lewis Skills
David Lewis Education Details
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Investments And Securities
Frequently Asked Questions about David Lewis
What company does David Lewis work for?
David Lewis works for Creative Financial Partners
What is David Lewis's role at the current company?
David Lewis's current role is Director of Investments at Infinity Financial Partners, LLC.
What is David Lewis's email address?
David Lewis's email address is 31****@****ers.com
What schools did David Lewis attend?
David Lewis attended The University Of Georgia.
What skills is David Lewis known for?
David Lewis has skills like Investments, Valuation, Equities, Financial Analysis, Capital Markets, Financial Modeling, Financial Planning, Fixed Income Portfolio Management, Private Equity, Corporate Finance, Series 7, Financial Risk Management.
Who are David Lewis's colleagues?
David Lewis's colleagues are David Lewis, Ken Widdel, Gary Brandeberry, Davis Hawkins, Stephen Davis, Sarmistha Das.
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David Lewis
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David Lewis
Cincinnati, Oh2schooloutfitters.com, schooloutfitters.com5 +151361XXXXX
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