About
Dave has more than 30 years of experience in asset valuation, portfolio management, financial analysis and planning, and acquisitions. As a financial advisor at Wealth Enhancement, Dave focuses on financial planning and portfolio management for individuals, trust funds, retirement plans, non-profits, and small businesses.
Dave is a member of the CFA Institute and the CFA Society of South Carolina. He is a past president of the Greenville Breakfast Rotary Club.
Education
- MBA - Finance, University of New Orleans
- BS - Accounting, State University of New York at Oswego
Resources from David Lewis
No results found
We searched through our content archive and didn't find any matches.
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation