Merrill Lynch - Adam Lewis
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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. LewisWealth Management4900 Hopyard Road, Suite 140Pleasanton, CA 94588Phone: (925) 227-6609Fax: (925) 337-8137
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Directions
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.