Alex LewisAssociate, Wealth Manager, Newport Beach
Alex Lewis, Newport Beach, is responsible for helping clients manage their overall financial wellness and wealth management at the Irvine office of Goldman Sachs Personal Financial Management within the Asset & Wealth Management business of Goldman Sachs. Alex’s multifaceted approach allows him the ability to assist clients with all aspects of their financial picture; from current needs, to future plans, and even helps them navigate their employee benefits and acts as a knowledgeable resource for all of his clients’ inquiries as they pertain to their financial standings.
Alex joined Goldman Sachs Personal Financial Management in 2021 after having spent over 15 years in the financial service industry. Prior to joining the firm, Alex’s most recent role was with Wells Fargo as a Premier Banker. In this previous role Alex functioned as a relationship manager, handling all of the financial needs for the bank’s high net-worth clientele.
Alex attended California State University Northridge where he received a Bachelor of Science in Finance with an emphasis on Personal Finance.
When Alex is not working, he enjoys traveling with his family, spending as much time on golf course that they will allow him and watching the Los Angeles Chargers.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.