Lewis Asset Management

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at BlackRock, Mechanic's Bank, and Merrill Lynch Investment Managers. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm emphasizes discretionary portfolio management and financial planning, focusing on long-term trading, diversification, and broad-market instruments such as ETFs and no-load mutual funds.

David Lewis is a financial advisor at Lewis Asset Management in Lafayette, CA, with 28 years of industry experience. He has been with Lewis Asset Management since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans through a five-advisor team, managing approximately $387 million. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios that emphasize diversified fund-based strategies aligned with clients’ objectives and risk tolerance.

David Wissinger is a financial advisor at Lewis Asset Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mechanics Bank for 17 years. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm emphasizes long-term trading with diversified portfolios using exchange-traded funds and no-load mutual funds, managing accounts on a discretionary basis with regular reviews and quarterly rebalancing.

Eric Aposhian is a financial advisor at Lewis Asset Management with 29 years of industry experience. He has been with Lewis Asset Management since 2017 and previously worked at FSC Securities Corporation from 2010 to 2017. In addition to his advisory role, he is licensed to sell individual life, health, and group insurance products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million for about 276 clients through a five-advisor team. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios primarily using diversified fund-based strategies aligned with client objectives and risk tolerance.

Mark Phillips is a financial advisor at Lewis Asset Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Lewis Asset Management since 2017. Prior to that, he was with FSC Securities Corporation for 13 years and has been involved with Joyce Insurance Group and Joyce Financial Group since 2003, where he also serves as a benefits manager focusing on group health insurance and life products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million across a five-advisor team. The firm offers discretionary and non-discretionary investment management with a focus on long-term trading and diversified fund-based strategies tailored to client objectives and risk tolerance.