Lewis M Lea
Advisor at Merrill — Peachtree City, GA Westpark Dr
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
24 years
Location
Peachtree City, GA 30269
Merrill
Institution
Lewis Lea is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management in Atlanta, GA. He leads the Lea Corso Lee & Associates team, providing comprehensive wealth management, investment, and retirement planning strategies primarily for small to medium-sized businesses and not-for-profit organizations. His focus centers on designing, establishing, and supporting workplace retirement plans and investment programs.
Since 2004, Lewis has concentrated on advising organizations on corporate retirement programs and investment strategies. Prior to Merrill Lynch, he held financial advisory roles at UBS Financial Services, Inc. and sales and leadership roles at Thomas Cook Financial Services Group in the UK. He holds Series 7 and 66 FINRA registrations, Variable, Life and Health Insurance licenses, and professional designations including Chartered Retirement Plans Specialist™ (CRPS™) and Certified Plan Fiduciary Advisor® (CPFA®).
Lewis earned a Master's degree in International Business Management from the University of Texas at Dallas in 2000 and a Bachelor of Arts degree in History from the University of West Georgia in 1983. He resides with his wife in suburban Atlanta and enjoys reading history, playing pickleball, and gardening.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Peachtree City, GA Westpark Dr
900 Westpark Dr
Peachtree City GA 30269
Advisors at this office
11
Georgia · Texas
24 years of industry experience
Bank Of America,Na
2009 - Present • 17 years
Duluth, GA
Merrill Lynch
2004 - Present • 22 years
Daluth, GA
UBS Financial Services
2003 - 2004 • 1 year
Atlanta, GA
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