John Lewer Email & Phone Number

John Lewer

Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Red Bank, New Jersey, United States

John Lewer Socials
About John Lewer

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.

John Lewer Work
1 experience icon

Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in September 1998 to Present

John Lewer Skills

Education Planning

Corporate Retirement Plans

Trust and Legacy Planning

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Frequently Asked Questions about John Lewer

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

Email John Lewer at [email protected]. This email is the most updated John Lewer email found in 2026.

John Lewer Phone Numbers

John Lewer phone number is +17326873352 and +19798365754.
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