portrait of Kevin P Lewis
FINANCIAL ADVISOR

Kevin P Lewis

CFP®
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Golfing
  • Baseball

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Fax

(877) 479-5304

Branch Team

  • Margaret Egerland
    Branch Office Administrator

Office Address

1800 Central Ave Suite 204
Charlotte, NC 28205opens in a new window

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