Sean Lewis
Managing Director - Investment Officer at
Wells Fargo Advisors
Years of Experience
35 years
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I represent a team of credential financial professionals who collaborate to vibe, highly personalized, research-based wealth management, guidance, and attentive service. Our team is passionate about helping our clients uncover, pursue & realize their deepest aspirations.
Clientele
Services Provided
Estate Planning Strategies
Investment Management
Investment Planning
Business Retirement Solutions
Specialties and Expertise
Credentials and Designations
Certified Investment Management Analyst®
Click to learn more
Pricing Models
Education
University of Texas
BBA FInance
Obtained in 1990
Previous Work Experience
Morgan Stanley
Managing Director
2010 - 2019
Oppenheimer & Co
Managing Director
1999 - 2010
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested