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Our financial advice team


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

Sharon Lewkowitz

CFP®, CMFA®

Private Wealth Advisor

Certified Military Financial Advisor®
Wellspring Wealth Partners

An Ameriprise Private Wealth Advisor

25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Military Financial Advisor
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFA® Certified Military Financial Advisor®

Education

  • Cornell University, Bachelor of Science, 1984

Awards & recognition

  • Wellspring Wealth Partners, Ameriprise Client Experience Award, 2020-2022
  • Ameriprise Circle of Success Diamond Ring, 2020
  • Ameriprise Circle of Success, 2002, 2005, 2007-2009, 2013-2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Pet Pals Animal Shelter, The Humane Society of Tampa Bay, The Humane Society of Pinellas, Best Friends Animal Society, Little Shelter, Feeding America, and Wounded Warrior Project

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.

*Recognized as a Yellow Ribbon Company by Beyond the Yellow Ribbon since October 28, 2015