V. Scott Lewis, CFP®, currently serves as Client Services Manager at Adhesion Wealth Advisor Solutions since January 2024. Previously, Lewis held various leadership roles at AssetMark from September 2011 to January 2024, including Team Lead and Advisor Services Team Lead. An experienced professional in client relationship management and retirement planning, Lewis has worked in financial services since 2000, with significant roles at Hartford Financial Service Group and The Hartford. Educational qualifications include a Bachelor of Science in Marketing from Azusa Pacific University and additional studies at UCLA and University of California, Berkeley. Lewis holds numerous financial licenses, including Series 6, 63, 26, and 65, as well as Life and Health insurance licenses.
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