ABOUT Ann Sophia Lewis

Ann Sophia Lewis brings disciplined research insight and institutional experience to her advisory role. Originally building her foundation in investment management at Merrill Lynch and National Planning Corporation, she now delivers sophisticated market and investment research support at J.P. Morgan Securities in New York.

With a strong analytical focus, Ann excels at interpreting complex data and translating it into structured, actionable strategies that support her clients’ long-term goals. Her background allows her to blend traditional wealth management approaches with modern research-driven insights, helping clients navigate both stable and volatile market cycles. She is recognized for her clear communication style and steady approach, ensuring clients remain confident and informed throughout their financial journey.

Qualifications

• Dually registered as both a Broker and Investment Adviser
• Industry/Product Exams Passed: 3
• State Securities Law Exams Passed: 2

Specialties

Experience

With over 10 years of experience in financial advising and portfolio management, Ann has helped hundreds of clients achieve their financial goals through strategic planning and disciplined investment approaches.

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