Zebulon Lewis
Financial Advisor @Lifetime Financial Growth
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WORK HISTORY
Financial Advisor @Lifetime Financial Growth
Morgantown, WV, US
HOW WE DO IT:Our Living Balance Sheet provides a detailed perspective of your finances as well as a high-level overview, so you always know your financial position. We discuss your life goals, dreams, and fears, and help to build a plan that maximizes the goals and dreams and protects against the fears through the use of innovative financial strategies. WHAT MAKES US DIFFERENT:We focus our planning on your desires, whereas traditional financial planning has been based on needs. We also recognize that our planning has to work in the real world where life can go sideways on a random Tuesday, and not only work in best-case scenarios.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 244 Blvd. Of Allies, Pittsburgh, PA Phone:(41••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Luttner Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
EDUCATION
West Virginia University
BSBA, Management Information Systems, General
Preston High School
High School Diploma, General Studies
SKILLS
ABOUT ZEBULON LEWIS
I got into the Financial world to help people by showing them how reframing their…
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