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Melissa L
Series 63, Series 65
Boise, ID
UBS Financial Services
Melissa Lewis is a financial advisor with UBS Financial Services in Boise, ID, holding Series 63 and Series 65 designations and six years of industry experience. She previously worked at Charles Schwab Bank and Charles Schwab from 2018 to 2021, as well as Mass Mutual Idaho and Sellin Advisor Group. Outside of her advisory role, she assists with operational functions in an automotive restoration company founded by her husband. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines wealth management services with institutional trading capabilities, including futures commission merchant activities and principal trading.
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