Jeffrey Lewis
Vice President, Wealth Advisor @Bernstein Private Wealth Management
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WORK HISTORY
Vice President, Wealth Advisor @Bernstein Private Wealth Management
Los Angeles, CA, US
EDUCATION
University of Wisconsin-Madison
Bachelor’s Degree, Financial Planning and Services
Illinois State University
Master of Science - MS, Applied Economics
ABOUT JEFFREY LEWIS
At the heart of my professional goals lies a steadfast commitment to my clients. I believe that the key to success is rooted in the ability to offer personalized, accessible wealth management services that cater to the unique needs and aspirations of each individual. My approach is not just about managing wealth—it’s about building enduring relationships based on trust, understanding, and a shared vision for the future. In the dynamic landscape of Greater Los Angeles, my goal is to stand out by not only recognizing the financial goals of my clients but also by empowering them with the knowledge and resources to achieve those goals. My dedication to inclusivity and responsible investing reflects my belief that wealth management should be a holistic, enriching experience that contributes to the betterment of our clients and society at large.
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