Richard Lewis, AIF® - Robertson Stephens Wealth Management, LLC
ID: #1402740
Listed In : Investments
Business Description
Richard Lewis, AIF® is a Managing Director and Principal of Robertson Stephens Rhode Island office. Richard has more than 8 years of experience in the financial service industry, specializing in financial planning. He works closely with Start-Up founders, corporate executives, and multi-generational families. He enjoys helping to plan for retirement and finding solutions for lifetime goals for clients, Richard believes everyone deserves a path to financial freedom for all clients and aims to create a memorable client experience along the way. Richard is a graduate of Syracuse University, where he pursued a dual major in Finance and Entrepreneurship. During his time at Syracuse, he was also a member of the Syracuse Rugby team.
Business Hours
Monday : 09:00 - 17:00
Tuesday : 09:00 - 17:00
Wednesday : 09:00 - 17:00
Thursday : 09:00 - 17:00
Friday : 09:00 - 17:00
Saturday - Closed
Sunday - Closed
