Merrill Lynch - Adam Lewis
- Financial Services
- Banking & Credit Card
- Financial Planners
- Insurance - Health
- Insurance - Life
- Insurance - Sales and Services
- Insurance and Annuities
- Insurance and Financial Services
- Mortgage Services
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.
Whom to Contact
- Mr. Adam G. LewisWealth Management4900 Hopyard Road, Suite 140Pleasanton, CA 94588Phone: (925) 227-6609Fax: (925) 337-8137
Convenient from I580 & I680 near the intersection of Stoneridge and Hopyard. Directly across the street from Eddie Pappa's and adjacent to the Bank of America Branch on the corner.