portrait of David W Lewis

About David

My father had been a captain on a sardine carrier called the Joyce Marie for the most of his career. Having two parents that worked very hard throughout their lives, neither one ever expected an industry such as fishing to be completely gone from the Maine coast in a matter of years.

It was my parents decline in health that brought me back to the small town of Southwest Harbor, ME, where I was born and raised. Realizing at the time there was no plan in place for the ultimate "end" reinforced by belief in having a financial strategy in place....

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • New Investors
  • Insurance & Annuities
  • Charitable Giving

Work History

  • Edward JonesSeptember 2021 to Current
  • LPL Financial LLCMay 2020 to August 2021

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Utica CollegeBachelor of Science

Personal Interests

  • Cycling
  • Hiking
  • Scuba Diving
  • Golfing
  • Cooking

Team Members

  • Katie Grinnell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00AM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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