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Andrea L

Series 66

Mentor, OH

UBS Financial Services

Andrea Lewis is a financial advisor with UBS Financial Services in Mentor, Ohio, holding a Series 66 designation and 27 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and capital market assumptions to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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