Xavier Lewis
AeroLeads people directory · profile

Xavier Lewis Email & Phone Number

Financial Planner at Lotus Group Advisors
Location: Denver, Colorado, United States 9 work roles 2 schools
1 work email found @trilogyfs.com 1 phone found area 720 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email x****@trilogyfs.com
Direct phone (720) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Planner
Location
Denver, Colorado, United States
Company size

Who is Xavier Lewis? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Xavier Lewis is listed as Financial Planner at Lotus Group Advisors, a with 170 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at trilogyfs.com, phone signal with area code 720, and a matched LinkedIn profile for Xavier Lewis.

Xavier Lewis previously worked as Wealth Advisor at Trilogy Financial and Associate Financial Advisor at Trilogy Financial. Xavier Lewis holds Bachelor'S Degree, Finance from Washburn University.

Company email context

Email format at Lotus Group Advisors

This section adds company-level context without repeating Xavier Lewis's masked contact details.

{first}.{last}@trilogyfs.com
89% confidence

AeroLeads found 1 current-domain work email signal for Xavier Lewis. Compare company email patterns before reaching out.

Profile bio

About Xavier Lewis

Advisory services provided by TrilogyCapital, Inc., a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm on which company's behalf services are being provided.

Listed skills include Customer Service, Microsoft Office, Public Speaking, Budgets, and 11 others.

Current workplace

Xavier Lewis's current company

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

Lotus Group Advisors
Lotus Group Advisors
Financial Planner
Denver, CO, US
Website
Employees
170
AeroLeads page
9 roles

Xavier Lewis work experience

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

Financial Planner

Lotus Group Advisors

Denver, Co, Us

Member Advocate

Greater Denver Area

• Demonstrate flexibility in a variety of roles and responsibilities including; Opening, Servicing, Closing lending options: Auto, Secured and Unsecured, Credit Cards, Lines of Credit, Home Equity, First Mortgages. New Accounts, IRA/HSA and CD's.• Provide deposit, consumer and mortgage loan, and money management services to members all while meeting standards for Member Loyalty, observations and development plan action items for personal and professional growth.

Feb 2015 - Jul 2015

Personal Banker

Louisville, Colorado

• Assist customers with all financial questions, lending applications and banking needs as well as act as point of contact for account maintenance.• Determine products best suited to customers based on needs and financial goals; refer qualified customers to inter-company organizations such as Mortgage, Student Loans, Wealth Management and Business Banking.

May 2014 - Feb 2015

Bank Teller

Broomfield, Co

• Processed financial transactions for customers; maintained and balanced a cash drawer.• Marketed services to benefit current customers and secure new customers.• Analyzed individual and joint portfolios to determine products to help customers reach financial goals.

Nov 2013 - May 2014

Account Manager

Peak Incorporated

Gained experience in interviewing, recruiting, and leading new staff. As for the client, CenturyLink: Acquired new and long lasting costumers while working to retain current costumers by being personable, charismatic, honest and reliable.

Aug 2013 - Nov 2013

Sales Associate

Jocks Nitch Sporting Goods

Coordinated with coaches and teams on uniform design and order, created invoices using Excel and RCS software. Processed transactions and shipped inventory inside and outside store locations also assisted guests with questions regarding merchandise.

Sep 2012 - May 2013

Gym Manager/ Junior Camp Counselor

Junior Athletics Of The Midwest

Coordinated activities for 20+ sites and assigned employees to oversee each location. Managed officials, teams, parents and fans while communicating and problem solving any potential issues, to resolve them in a timely matter.

Sep 2004 - May 2013
Team & coworkers

Colleagues at Lotus Group Advisors

Other employees you can reach at trilogyfs.com. View company contacts for 170 employees →

2 education records

Xavier Lewis education

Bachelor'S Degree, Finance

Varsity Baseball Capitan, Link Leaders, Junior Achievement

Business, Management, Finance

Activities and Societies: Baseball Team, Junior Achievement

FAQ

Frequently asked questions about Xavier Lewis

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

What company does Xavier Lewis work for?

Xavier Lewis works for Lotus Group Advisors.

What is Xavier Lewis's role at Lotus Group Advisors?

Xavier Lewis is listed as Financial Planner at Lotus Group Advisors.

What is Xavier Lewis's email address?

AeroLeads has found 1 work email signal at @trilogyfs.com for Xavier Lewis at Lotus Group Advisors.

What is Xavier Lewis's phone number?

AeroLeads has found 1 phone signal(s) with area code 720 for Xavier Lewis at Lotus Group Advisors.

Where is Xavier Lewis based?

Xavier Lewis is based in Denver, Colorado, United States while working with Lotus Group Advisors.

What companies has Xavier Lewis worked for?

Xavier Lewis has worked for Lotus Group Advisors, Trilogy Financial, Credit Union Of Colorado, Wells Fargo, and Peak Incorporated.

Who are Xavier Lewis's colleagues at Lotus Group Advisors?

Xavier Lewis's colleagues at Lotus Group Advisors include Liz Mothershed, Kimberly Rodriguez, Daniel Delarosa, Scott Brown, and Andrew Watanabe.

How can I contact Xavier Lewis?

You can use AeroLeads to view verified contact signals for Xavier Lewis at Lotus Group Advisors, including work email, phone, and LinkedIn data when available.

What schools did Xavier Lewis attend?

Xavier Lewis holds Bachelor'S Degree, Finance from Washburn University.

What skills is Xavier Lewis known for?

Xavier Lewis is listed with skills including Customer Service, Microsoft Office, Public Speaking, Budgets, Research, Sales, Microsoft Excel, and Leadership.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Xavier Lewis you were looking for.

View similar profiles