Lewis Post Cfp®

Lewis Post Cfp® Email and Phone Number

Managing Director and Founder @ Norman, OK, US
Norman, OK, US
Lewis Post Cfp®'s Location
Norman, Oklahoma, United States, United States
Lewis Post Cfp®'s Contact Details

Lewis Post Cfp® personal email

About Lewis Post Cfp®

Since 1990 I have helped individuals, families, trusts and businesses make financial decisions that serve their most important goals. Great advice matters! My goal is to LISTEN, and then help you .

Lewis Post Cfp®'s Current Company Details
ClearPath Wealth Partners, LLC

Clearpath Wealth Partners, Llc

Managing Director and Founder
Norman, OK, US
Lewis Post Cfp® Work Experience Details
  • Clearpath Wealth Partners, Llc
    Managing Director And Founder
    Clearpath Wealth Partners, Llc
    Norman, Ok, Us
  • Clearpath Wealth Partners, Llc
    Managing Director/Founder
    Clearpath Wealth Partners, Llc Jan 2022 - Present
  • Morgan Stanley
    Svp/Branch Manager
    Morgan Stanley Sep 1992 - Jan 2022
    Norman Ok
    Financial Advisor, Lafayette LA, 1992-2003Producing Sales Manager, Lafayette LA, 2003-2007Non-Producing Branch Manager, Oklahoma City OK, 2007- 2012 Resident Manager, Financial Advisor, 2012-2022NMLS#: 1265250
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jan 1990 - Sep 1992
    Lafayette, Louisiana Area, United States
    View

Lewis Post Cfp® Education Details

  • University Of Southwestern Louisiana
    University Of Southwestern Louisiana
    Finance

Frequently Asked Questions about Lewis Post Cfp®

What company does Lewis Post Cfp® work for?

Lewis Post Cfp® works for Clearpath Wealth Partners, Llc

What is Lewis Post Cfp®'s role at the current company?

Lewis Post Cfp®'s current role is Managing Director and Founder.

What is Lewis Post Cfp®'s email address?

Lewis Post Cfp®'s email address is le****@****ail.com

What schools did Lewis Post Cfp® attend?

Lewis Post Cfp® attended University Of Southwestern Louisiana.

What are some of Lewis Post Cfp®'s interests?

Lewis Post Cfp® has interest in Wrenching And Riding, Traveling With Family And Friends, Harley Davidson, Us And European History, 1985 1993, Us Army Infantry Officer, Harley Davidson Travel, Travel.

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