Biography
Lew has 45 years of experience in the industry, focused on financial planning to assist clients in moving toward the results they desire. He specializes in wealth management, estate and retirement planning, and investment management, using Lido’s full suite of in-house capabilities to deliver custom strategies for his clients. Lew founded his practice in 1974 and served as a Principal of Shore Morgan Young (SMY) prior to their partnership with Lido Advisors in 2024. While at SMY, he built a leading team of specialists with experience in several financial planning disciplines.
He received a degree in Business Administration from Ohio University. Involved in many professional and community organizations throughout his career, Lew enjoys golfing, traveling, and spending time with his wife, Donna, and their son, Spencer.
