Zachary Lewis, MBA, CFP®, CRPC™, CMFA®, is a Private Wealth Advisor and Managing Partner at Ameriprise Financial Services, LLC, where they have worked since 2013. Prior to their current role, Zachary served as a Financial Advisor from 2005 to 2009 and as an Infantry Officer in the US Army from 2010 to 2013, where they led and mentored Paratroopers during missions in Afghanistan. They hold a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University and a Bachelor of Arts in Economics from Oberlin College.
Location
Independence, United States
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