David Lewis

Senior Vice President, Financial Advisor

CFA®

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dlewis@wealthenhancement.com LinkedIn

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Dave’s Locations

124 Verdae Blvd, Suite 504
Greenville, SC 29607
(864) 288-2849
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About Dave

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

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Our advisory teams work best with households that have $500,000 or more in investable assets.

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(Weekdays 8am–6pm Central)

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