From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of resources - including Wells Fargo Investment Institute research analysts and economic and market strategists - I can help you make informed investment decisions based on your specific needs.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

Dan Lewis, AIF
Senior Vice President - Investment Officer
Fundamental Choice Portfolio Manager
Senior Financial Advisor
Email Address
Dan.Lewis@WellsFargo.comPhone Number
(770) 726-6641Certificates
AIF
Awards
- 2025 Five Star Wealth Manager Award
- 2024 Five Star Wealth Manager Award
Investment expertise and advice in an effort to help clients succeed financially






