Advisor profile


My approach

Sharon Lewkowitz - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Sharon Lewkowitz - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Tax Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional

Education

  • Cornell University, Bachelor of Science, 1984

Interests

I have completed four full marathons and one half marathon.

Community participation

Sharon: Pet Pals Animal Shelter, The Humane Society of Tampa Bay, The Humane Society of Pinellas County, Best Friends Animal Society, The Spring of Tampa Bay and MADD

Heather: ARME's Beagle Freedom Project; Girls on the Run

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2006-2009
  • Protect. Grow. Give.®, Riversource Life Insurance Company, 2013
  • Premier Protection award, RiverSource Life Insurance Company , 2013

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.