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Mark L
Series 65
Wellsville, NY
Rise Advisors, LLC
Mark Lewis is a financial advisor with Rise Advisors, LLC and holds a Series 65 designation. He has over 19 years of industry experience, including academic roles at Alfred University from 2010 to 2026 and since 2026. Lewis serves as a trustee for the Seventh Day Baptist Memorial Fund, overseeing charitable activities. Rise Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs strategic asset allocation with an emphasis on ETFs and uses a combination of model and custom strategies to align portfolios with client objectives.
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