Judith Lewis Email & Phone Number

I started with Merrill as a client in 1986, and became a financial advisor in 1999. I have been awarded the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Wharton School, and the Chartered Retirement Planning Counselor™ designation through the College for Financial Planning Institutes Corp. I am also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing my own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, as a Portfolio Manager I manage strategies on a discretionary basis. I received a BS degree in Engineering from Duke University. Prior to Merrill, I spent 20 years as a Nuclear Facility Manager for Westinghouse and Lockheed Martin, managing multi-disciplined staffs up to 240 people with $40 million annual budgets. My husband Don and I have lived in Tucson since 1999.Our mission is to provide the highest quality advice and wealth management services to clients. We offer guidance on all areas of clients' financial lives. Our primary goal is to help balance clients' need for growth, while keeping a careful eye on risk. We pursue strategies that aim to limit downside risk. We believe that planning is the key to long-term success for clients, so we begin with an in-depth financial analysis to determine your needs, goals, and dreams. We are passionate about helping you achieve your goals. We serve only a select group of clients, and are therefore able to provide customized financial strategies. The global investment insights of Merrill help us provide portfolios and strategies which are designed to preserve and grow your wealth.

Listed skills include Wealth Management, Portfolio Management, and Retirement Planning.

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  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Sep 1999 - Present

  *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.