Dan Lewis, of Stafford, Connecticut, was hired as an LPL Investment Advisor Representative in affiliation with American Eagle Financial Services. Dan will focus on retirement planning and investment advising for the members of American Eagle Financial Credit Union.
Dan holds FINRA series 7 and 66 licenses with LPL Financial. Prior to joining American Eagle Financial Services, Dan was the Regional Vice President for Voya Investment Management. His experience also includes Investment Management with Morgan Stanley, PIA Portfolio Manager with Merrill Lynch, and CUSO Financial.
Dan is based at American Eagle Financial Credit Union, 201 Elm Street in Enfield. He serves clients at the Credit Union’s offices in Bloomfield, Cromwell, Enfield, Farmington, Glastonbury, Middletown, Newington, Plainville, Southington, and West Hartford.
Dan attended the University of Alabama and graduated from Western New England University with a Bachelor of Business Administration in Finance. He is a member of the Knights of Columbus, L’unione Italiana, CFA Society, and Italian Benefit Society.
Contact Dan to arrange a complimentary financial consultation.
LPL Investment Advisor Representative
American Eagle Financial Services
201 Elm Street, Enfield, CT 06082
860.568.2020, ext. 5845