Lewkowitz Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Sharon Lewkowitz, Private Wealth Advisor serving the Tampa, FL area - Ameriprise Advisors

Sharon Lewkowitz

CFP®, BFA, CLTC®, CLU®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sharon Lewkowitz's website
Heather S Saunders, Financial Advisor serving the Tampa, FL area - Ameriprise Advisors

Heather S Saunders

CFP®, CRPC®

Financial Advisor

Visit Heather S Saunders's website

Team

Patrick Ryan

Patrick Ryan

Client Service Coordinator

Qualifications

  • B.S., Business Management, UCF 2007

Roles & Responsibilities

  • Financial Planning Deliverables
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Hannah Crevier

Hannah Crevier

Client Service Coordinator

Roles & Responsibilities

  • Meeting Preparation
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Lizabeth Stum

Lizabeth Stum

Client Service Coordinator