Martin Lewis' Professional Contact Details

HQ
+1 602-732-4745
Location
Helena, Montana

Martin Lewis' Current Company Details

Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Its advisors serve foundations, business entit...
Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Its advisors serve foundations, business entities, and affluent individuals and families through fee-based financial planning and investment portfolio management, retirement plan consulting, and related financial education programs. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry. The firm is headquartered in Scottsdale, Arizona.Investment Advisory services are offered through Ashton Thomas Private Wealth, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Certain appropriately licensed individuals are registered to offer securities through M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member of FINRA and SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Check the background of the investment firm on https://adviserinfo.sec.gov/.
registered investment advisor
wealth management
financial planning
financial advisor
estate planning
trusts
foundations
high net worth
portfolio management
investments
retirement planning
financial services
investment management
law practice
legal services

Martin Lewis' Work History and Education

Ashton Thomas Private Wealth
Senior Wealth Advisor
2021 - Present
Wells Fargo Advisors
Financial Advisor
2020 - 2021 • 2 years
Wells Fargo Private Bank
Regional Manager Investment/Fiduciary Services, Western Montana Market Lead
1988 - 2020 • 31 years

Others Named Martin Lewis

Directeur adjoint - Ressources éducatives at Centre de services scolaire Marguerite-Bourgeoys - CSSMB
Trabsportation Proffesional at METAFOR
Dealer Principal at
Case Worker. Quality Assurance at DAP
WC Claims Complex Director at AIG
Subject Matter Expert (SME) at Cartus

Frequently Asked Questions about Martin Lewis


What company does Martin Lewis work for?

Martin Lewis works for Ashton Thomas Private Wealth.

What is Martin Lewis' role at Ashton Thomas Private Wealth?

Martin Lewis' role at Ashton Thomas Private Wealth is Senior Wealth Advisor.

What is Martin Lewis' email address?

Martin Lewis' email address is m**@at-pw.com.

What is Martin Lewis' business email address?

Martin Lewis' business email address is m**@at-pw.com.

What is Martin Lewis' HQ phone number?

Martin Lewis' HQ phone number is +1 602-732-4745.

What industry does Martin Lewis work in?

Martin Lewis works in the Financial Services industry.

Who are Martin Lewis' colleagues?

Martin Lewis' colleagues are Hunter Hendrix, Jason Buchanan, Bonnie Sauer, Brad Burr and more.
Registered Associate | Private Wealth Client Services
Senior Transitions Manager
Wealth Advisor

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