Please complete the CAPTCHA to continue
@captrustadvisors.com
✓
7 phones found area 209, 619, 323, and 909
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Ted Lew, Ms, Cfp® is listed as Senior Vice President | Financial Planning, Wealth Management @ CAPTRUST at CAPTRUST, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at captrustadvisors.com, phone signal with area code 209, 619, 323, 909, and a matched LinkedIn profile for Ted Lew, Ms, Cfp®.
Ted Lew, Ms, Cfp® previously worked as Senior Vice President at Captrust and Vice President at Captrust. Ted Lew, Ms, Cfp® holds Master Of Science (Ms), Risk Management And Insurance from Florida State University - College Of Business.
This section adds company-level context without repeating Ted Lew, Ms, Cfp®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Ted Lew, Ms, Cfp®. Compare company email patterns before reaching out.
At CAPTRUST, my role as Senior Vice President blends fiduciary responsibility with a deep understanding of wealth management, where the trust of high-net-worth clients is paramount. My expertise lies in crafting financial plans and retirement projections, with a focus on investment strategies tailored for engineers and scientists.Our team excels in addressing the unique financial intricacies faced by professionals in technical fields. By leveraging advanced analytical tools like Monte Carlo simulations, we enable our clients to navigate the complexities of wealth management with precision and confidence, ensuring their financial aspirations are achieved with a meticulous and strategic approach.
Listed skills include Strategic Financial Planning, Retirement Planning, Insurance, Investments, and 6 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Raleigh, Nc, Us
I'm a CFP® practitioner and fiduciary financial advisor specializing in financial planning and private wealth management. We prepare financial plans, retirement projections, and investment strategies for high-net-worth clients and for those who want to get there. I specialize in working with engineers and scientists, who appreciate the granular focus on the numerical nature of planning.
Houston, Texas, Us
AIG Retirement was formerly called VALIC Financial Services
Des Moines, Iowa, Us
Other employees you can reach at captrustadvisors.com. View company contacts →
Beth Hudson
Colleague at CaptrustDavison, Michigan, United States
View →
GB
G.W. Barrett
Colleague at CaptrustDurham, North Carolina, United States
View →
TM
Tonya May
Colleague at CaptrustGoddard, Kansas, United States
View →
CP
Catherine Prados
Colleague at CaptrustSan Antonio, Texas, United States
View →
AS
Adriane Stefanelli
Colleague at CaptrustMarlboro, New Jersey, United States
View →
JL
Jaime Lai, Qka
Colleague at CaptrustCharlotte, North Carolina, United States
View →
TW
Tiffany Walker, Cfp®, Chfc®
Colleague at CaptrustMinneapolis, Minnesota, United States
View →
AS
Amber Sierra
Colleague at CaptrustGreater Tampa Bay Area, United States
View →
TF
Trey Finch
Colleague at CaptrustNashville, Tennessee, United States
View →
ER
Ellen R. Shaer, Cfa
Colleague at CaptrustWestport, Connecticut, United States
View →
Quick answers generated from the profile data available on this page.
Ted Lew, Ms, Cfp® works for CAPTRUST.
Ted Lew, Ms, Cfp® is listed as Senior Vice President | Financial Planning, Wealth Management @ CAPTRUST at CAPTRUST.
AeroLeads has found 1 work email signal at @captrustadvisors.com for Ted Lew, Ms, Cfp® at CAPTRUST.
AeroLeads has found 7 phone signal(s) with area code 209, 619, 323, 909 for Ted Lew, Ms, Cfp® at CAPTRUST.
Ted Lew, Ms, Cfp® is based in San Francisco Bay Area, United States while working with CAPTRUST.
Ted Lew, Ms, Cfp® has worked for Captrust, Watermark Asset Management Inc. (Now Captrust), Aig Retirement Services, Principal Financial Group, and Allstate Insurance.
Ted Lew, Ms, Cfp®'s colleagues at CAPTRUST include Beth Hudson, G.W. Barrett, Tonya May, Catherine Prados, and Adriane Stefanelli.
You can use AeroLeads to view verified contact signals for Ted Lew, Ms, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.
Ted Lew, Ms, Cfp® holds Master Of Science (Ms), Risk Management And Insurance from Florida State University - College Of Business.
Ted Lew, Ms, Cfp® is listed with skills including Strategic Financial Planning, Retirement Planning, Insurance, Investments, Finance, Estate Planning, Financial Advisory, and Nonprofits.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts