The Team

Lewkowitz Wealth Management Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Sharon Lewkowitz

Sharon Lewkowitz

Private Wealth Advisor

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Designations

CFP®, CLTC®, CLU®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

Education

Cornell University, Bachelor of Science, 1984

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Heather S Saunders

Heather S Saunders

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Education

Bachelor of Arts, University of Central Florida, Orlando, FL

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Our Staff

Donna L. Paulson

Donna L. Paulson

Financial Planning Assistant

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Roles & Responsibilities

  • File Preparation and Upkeep
  • Meeting Preparation
  • "Dog Cookie" Baker
Kate M. Thorpe

Kate M. Thorpe

Business Development Manager

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Roles & Responsibilities

  • Business Development
  • Client Service
Patrick Ryan

Patrick Ryan

Financial Planning Specialist

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Qualifications

  • B.S., Business Management, University of Central Florida

Roles & Responsibilities

  • Financial Planning Deliverables