Dalton Lewis, Financial Advisor located in Union City, TN

Financial Advisor
Dalton T Lewis

CFP®, CPWA®, CEPA®
1229 South First Street, Union City, TN 38261opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Entrepreneurs & Business Owners
  • Farmers and Ranchers
  • Transportation Sector Professionals
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Traveling
  • Hunting
  • Gardening
  • Cooking
  • History and Museums

Team Members

  • Rebecca Buchanan
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(731) 885-1684

Fax

(866) 322-7579

Office Address

1229 South First Street
Union City, TN 38261opens in a new window

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