John Lewer
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Red Bank, New Jersey, United States
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John Lewer serves as a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he leads the Lewer & McCafferty Wealth Management Group. With over 50 years of combined experience, the team is dedicated to helping clients navigate the complexities of financial planning and investment management. John’s philosophy, encapsulated in his profile summary, underscores the importance of having clear financial objectives, akin to a traveler having a defined destination. This perspective drives his approach to wealth management, ensuring that each client’s unique goals are at the forefront of every strategy.
At Merrill Lynch, John specializes in a variety of key areas, including Professional Managed Money, Retirement Income Planning, and Trust and Legacy Planning. His expertise in Goals Based Investment Strategies allows him to tailor investment portfolios that align with clients' specific aspirations, whether they are planning for retirement, funding education, or establishing a legacy for future generations. John is particularly adept at Corporate Retirement Plans, helping businesses structure effective retirement solutions that benefit both employers and employees.
In addition to his technical skills, John emphasizes the importance of risk management and education planning, ensuring that clients are not only informed but also empowered to make sound financial decisions. His commitment to providing personalized service and leveraging the intellectual capital of Bank of America ensures that clients receive comprehensive support tailored to their individual financial journeys. Through his leadership, the Lewer & McCafferty Wealth Management Group continues to build lasting relationships with clients, guiding them toward achieving their financial dreams with confidence and clarity.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in September 1998 to Present
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Education Planning
Corporate Retirement Plans
Trust and Legacy Planning
Behavioral Finance
Portfolio Management
Risk Management
Goals Based Investment Strategies
Retirement Income Planning
Goal Based Wealth Management
Trust Service
Professional Managed Money
Financial Literacy
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What is John Lewer email address?
Email John Lewer at [email protected]. This email is the most updated John Lewer email found in 2026.
What is John Lewer phone number?
John Lewer phone number is +17326873352 and +19798365754.
How to contact John Lewer?
To contact John Lewer send an email to [email protected]. If you want to call John Lewer try calling on +17326873352 and +19798365754. (updated on October 24, 2024)
What company does John Lewer work for?
John Lewer works for Merrill Lynch Wealth Management
What is John Lewer's role at Merrill Lynch Wealth Management?
John Lewer is Wealth Management Advisor, Senior Vice President
What industry does John Lewer work in?
John Lewer works in the Financial Services industry.
John Lewer Email Addresses
John Lewer Phone Numbers
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