Merrill Lynch - Adam Lewis

  • Financial Planners
  • Financial Services
  • Banking & Credit Card
  • Banks
  • Mortgage Services
  • Insurance - Sales and Services
  • Insurance - Health
  • Insurance - Life
  • Insurance and Annuities
  • Insurance and Financial Services
4900 Hopyard Road, Suite 140
Pleasanton, CA 94588
(925) 227-6609
(800) 215-8923
(925) 337-8137 (fax)
https://fa.ml.com/california/pleasanton/adam.g.lewis/

About Us

Headquartered in Pleasanton, California. I start by understanding your concerns and priorities and then form a strategy to help you pursue your goals—even as they change over time. As a Merrill… read more

  • About

    Headquartered in Pleasanton, California. I start by understanding your concerns and priorities and then form a strategy to help you pursue your goals—even as they change over time. As a Merrill Lynch Financial Advisor I work with clients to nurture a balanced approach to life and wealth, encompassing multiple priorities: family, health, career and philanthropy. Families I work with believe strongly that success has many definitions, and I strive to be a critical resource for families as they pursue engaged and fulfilled lives. The result is a lasting relationship and an approach that reflects your unique values.

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  • Whom to Contact

    • Mr. Adam G. Lewis
      Wealth Management
      4900 Hopyard Road, Suite 140
      Pleasanton, CA 94588
      Phone: (925) 227-6609
      Fax: (925) 337-8137
      Send an Email