V. Scott Lewis, Cfp®
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V. Scott Lewis, Cfp® Email & Phone Number

Client Services Manager at Adhesion Wealth Advisor Solutions
Location: Benicia, California, United States 11 work roles 3 schools
2 work emails found @assetmark.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email v****@assetmark.com
LinkedIn Profile matched
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Current company
Adhesion Wealth Advisor Solutions
Role
Client Services Manager
Location
Benicia, California, United States
Company size
59 employees

Who is V. Scott Lewis, Cfp®? Overview

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Quick answer

V. Scott Lewis, Cfp® is listed as Client Services Manager at Adhesion Wealth Advisor Solutions, a company with 59 employees, based in Benicia, California, United States. AeroLeads shows a work email signal at assetmark.com and a matched LinkedIn profile for V. Scott Lewis, Cfp®.

V. Scott Lewis, Cfp® previously worked as Adhesion Wealth Advisor Services at Assetmark and Team Lead at Assetmark. V. Scott Lewis, Cfp® holds Bachelor Of Science, Marketing from Azusa Pacific University.

Company email context

Email format at Adhesion Wealth Advisor Solutions

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*@assetmark.com
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AeroLeads found 2 current-domain work email signals for V. Scott Lewis, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About V. Scott Lewis, Cfp®

Objective: To obtain a position that will enable me to use my extensive knowledge, educational background and experience.Personal Skills & Activities

Listed skills include Retirement Planning, Recruiting, and Strategic Financial Planning.

Current workplace

V. Scott Lewis, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Adhesion Wealth Advisor Solutions
Adhesion Wealth Advisor Solutions
Client Services Manager
Benicia, CA, US
Website
adhesionwealth.com
Employees
59
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Company profile
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11 roles

V. Scott Lewis, Cfp® work experience

A career timeline built from the work history available for this profile.

Adhesion Wealth Advisor Services

Assetmark

Benicia, CA

Team Lead

Assetmark

Concord, California, United States

Dec 2018 - Jan 2024

Advisor Services Team Lead

Assetmark

Concord, CA

Sep 2011 - Jan 2024

Account Executive

Hartford Financial Service Group

--Managed client portfolios and build client relationships --Worked with business owners in retirement planning --In charge of health benefits and worker's compensation for three mid-size companies --Obtain my Investment Adviser's licenses in February 2008

Aug 2006 - Oct 2009

District Manager

The Hartford

--Responsible for supervising and training representatives on how to build and maintain a practice --Assisted the Branch Manager in daily office activities --In charge of recruiting new representatives for the office --Conducted District and Branch meetings and training seminars for 1st year and 2nd year representatives --Taught classes on how to pass the.

Aug 2002 - Oct 2006

Financial Consultant

Hartford Financial Service Group

--Individual sales volume of 398, 451 and gross production of 92, 380 --Assisted in clients meeting their financial goals --Partnered with Branch Manager in recruiting new representatives

Dec 2000 - Aug 2002

Customer Service And Ticket Sales Representative

Los Angeles Dodgers

--Processed telephone ticket sale orders --Handled customer service during games --Led stadium tours

Feb 2000 - Apr 2001

Account Executive

Beneficial Finance

--Responsible for customer accounts: evaluate financial situations and assist in financial decisions for customers --Handled Real Estate accounts and sales contracts for current merchants Financial Licenses --Acquired Series 6, 63, 26 and 65 along with Life and Health

Oct 1998 - Nov 1999
Team & coworkers

Colleagues at Adhesion Wealth Advisor Solutions

Other employees you can reach at adhesionwealth.com. View company contacts for 59 employees →

RM Robb Melancon Robb Melancon Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → TV Tai Vu Tai Vu Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → DP Derek Petersen Derek Petersen Colleague at Adhesion Wealth Advisor SolutionsGreater Phoenix Area, United States View → GC Greyson C. Ayers Greyson C. Ayers Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → BL Brett Lenz Brett Lenz Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → SC Sebastian Cevallos-Bueno Sebastian Cevallos-Bueno Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → TS Tracey Sinclair Tracey Sinclair Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → NG Natmarie Guardiola Natmarie Guardiola Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View → JB Jack Barber Jack Barber Colleague at Adhesion Wealth Advisor SolutionsMinneapolis, Minnesota, United States, United States View → MG Maxwell Green Maxwell Green Colleague at Adhesion Wealth Advisor SolutionsCharlotte, North Carolina, United States, United States View →
3 education records

V. Scott Lewis, Cfp® education

FAQ

Frequently asked questions about V. Scott Lewis, Cfp®

Quick answers generated from the profile data available on this page.

What company does V. Scott Lewis, Cfp® work for?

V. Scott Lewis, Cfp® works for Adhesion Wealth Advisor Solutions.

What is V. Scott Lewis, Cfp®'s role at Adhesion Wealth Advisor Solutions?

V. Scott Lewis, Cfp® is listed as Client Services Manager at Adhesion Wealth Advisor Solutions.

What is V. Scott Lewis, Cfp®'s email address?

AeroLeads has found 2 work email signals at @assetmark.com for V. Scott Lewis, Cfp® at Adhesion Wealth Advisor Solutions.

Where is V. Scott Lewis, Cfp® based?

V. Scott Lewis, Cfp® is based in Benicia, California, United States while working with Adhesion Wealth Advisor Solutions.

What companies has V. Scott Lewis, Cfp® worked for?

V. Scott Lewis, Cfp® has worked for Adhesion Wealth Advisor Solutions, Assetmark, Ajilon Finance Solutions, Hartford Financial Service Group, and The Hartford.

Who are V. Scott Lewis, Cfp®'s colleagues at Adhesion Wealth Advisor Solutions?

V. Scott Lewis, Cfp®'s colleagues at Adhesion Wealth Advisor Solutions include Robb Melancon, Tai Vu, Derek Petersen, Greyson C. Ayers, and Brett Lenz.

How can I contact V. Scott Lewis, Cfp®?

You can use AeroLeads to view verified contact signals for V. Scott Lewis, Cfp® at Adhesion Wealth Advisor Solutions, including work email, phone, and LinkedIn data when available.

What schools did V. Scott Lewis, Cfp® attend?

V. Scott Lewis, Cfp® holds Bachelor Of Science, Marketing from Azusa Pacific University.

What skills is V. Scott Lewis, Cfp® known for?

V. Scott Lewis, Cfp® is listed with skills including Retirement Planning, Recruiting, and Strategic Financial Planning.

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