Lewis Gregory
Private Client Advisor, Senior Vice President @Bank Of America Private Bank
Kansas City, MO, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Present
Private Client Advisor, Senior Vice President @Bank Of America Private Bank
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EDUCATION
1971 — 1975
The University of Kansas
Bachelor's Degree
1980 — 1983
Washburn University School of Law
Juris Doctor (J.D.)
SKILLS
Asset AllocationInvestmentsEstate PlanningWealth ManagementSeries 7Trust ServicesInvestment ManagementInvestment AdvisoryTrustsStrategic Financial PlanningWealth Management ServicesAsset ManagmentRetirementHigh Net Worth IndividualsSecuritiesSeries 63FinanceEquitiesPhilanthropyFinancial AnalysisPortfolio ManagementInsuranceFinancial ServicesInvestment StrategiesFinancial AdvisoryAsset ManagementIrasWealthBankingLoansPrivate BankingAlternative InvestmentsFixed IncomeMutual FundsUniform Combined State Law
ABOUT LEWIS GREGORY
For individuals or organizations with more complex wealth management needs,my 30 years of…
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