Treg Lewis
Wealth Advisor | Financial & Business Communications Pro | Family Enterprise Specialist
- Role
- Wealth Advisor at Dopkins Wealth Management, Llc
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor
Dopkins Wealth Management, Llc
Oct 2024 — Present · Williamsville, NY, US
Registered investment advisor representative responsible for providing financial solutions for individuals, families, businesses and employee benefit plans. I create strategies that align with clients\' values and help them navigate complex financial markets and leave a legacy for future generations.
Education
Penn State University
Bachelors of Science
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.