Marquis Lewis

Operations Associate at Aurum Wealth Management - Richmond Heights, OH, US

Marquis Lewis's Colleagues at Aurum Wealth Management
Kaitlin Nicholis

Financial Planning Analyst

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Alynne Zielinski

Manager, Financial Planning

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Jim Butler

Managing Director, Partner

Contact Jim Butler

Melissa Metzger

Director, Client Services

Contact Melissa Metzger

Bob Coode

Managing Director and Patner

Contact Bob Coode

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Marquis Lewis's Contact Details
HQ
440-605-1900
Location
Cleveland,Ohio,United States
Company
Aurum Wealth Management
Marquis Lewis's Company Details
Aurum Wealth Management logo, Aurum Wealth Management contact details

Aurum Wealth Management

Richmond Heights, OH, US • 20 - 49 Employees
Financial Services

At Marcum Wealth, our mission is to provide you with the resources, expertise and technology to help you become an effective CEO of your money.As your one-stop team of advisors for your financial answers, we provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to empower you in reaching your life-long and legacy goals. Affiliated with the Marcum Group, we collaborate with experts in complementary disciplines to strategically support you in confidently crossing your financial finish lines.

401(K) Plans 3(38) Investment Manager Fiduciary Personal Wealth Management Asset Allocation Modeling Alternative Investments Money Manager Due Diligence Global Financial Market Research Financial Services Financial Advisory Services
Details about Aurum Wealth Management
Frequently Asked Questions about Marquis Lewis
Marquis Lewis currently works for Marcum Wealth.
Marquis Lewis's role at Marcum Wealth is Operations Associate.
Marquis Lewis's email address is ***@marcumwealth.com. To view Marquis Lewis's full email address, please signup to ConnectPlex.
Marquis Lewis works in the Financial Services industry.
Marquis Lewis's colleagues at Aurum Wealth Management are Kaitlin Nicholis, Alynne Zielinski, Jim Butler, Nikea Stathopoulos, Melissa Metzger, Bob Coode, Kenneth Cfp and others.
Marquis Lewis's phone number is 440-605-1900
See more information about Marquis Lewis