Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
William Lewis is a member of the Lewis Litwinsky Group
Bill Lewis joined Merrill Lynch in 1986 and works at their Wilkes-Barre, PA office.
Bill received a Bachelor of Arts degree and a Master of Business Administration degree from Wilkes College; a Master of Science degree in Financial Services from The American College of Financial Services; and holds a Master of Public Administration and Doctor of Arts degree from Lehigh University. Professionally, Lewis is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has earned the Chartered Financial Consultant® designation, the Chartered Life Underwriter® designation, and the Chartered Advisor in Philanthropy® designation from The American College. He also holds the Chartered Retirement Planning Counselor℠ and the Chartered Retirement Plans Specialist℠ designations from the College for Financial Planning. He also holds the Certified Portfolio Manager® designation through the Academy of Certified Portfolio Managers.
Bill served on the national Board of Governors of The American Red Cross; on the National Advisory Council of the Center for the Study of the Presidency; on the national Board of Family Service America; is a Past President of the Luzerne County Historical Society; a Past President of the Family Service Association of Wyoming Valley; a Past President of St. David’s Society of Wyoming Valley; a Past Chairman of the Wyoming Valley Chapter of the American Red Cross; and a Past President of the Northeast Chapter, Sons of the American Revolution.
Lewis received the Rose Brader Community Service Award from the United Way of Wyoming Valley and was awarded the Clara Barton Honor Award for Meritorious Volunteer Leadership from The American Red Cross.
Bill has served as an adjunct professor at Wilkes University and as an adjunct faculty member at King's College|Bill is a qualified Portfolio Manager who, in addition to providing traditional advise and guidance, can help clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage those strategies on a discretionary basis.
Lehigh University, Doctorate
Lehigh University, Master's Degree
The American College of Financial Service, Master's Degree
Wilkes University, Bachelor's Degree
Wilkes University, Master's Degree
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
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We will work to help you stay on track, regardless of what the markets are doing.