The Expert Network celebrates its newest member, David Lewinter
West Orange, NJ, October 9, 2015 (Newswire.com) - David Lewinter, President, Lewinter Wealth Advisors, LLC, has joined The Expert Network, an invitation only service for distinguished professionals. Lewinter has been chosen as a Distinguished Wealth Manager® based on peer reviews and ratings, dozens of recognitions, and accomplishments achieved throughout his career.
Lewinter outshines others in his field due to his extensive educational background, recognitions, and career longevity. Lewinter earned his Bachelor's Degree in Economics from Columbia University and then remained at the Ivy League school to receive his law degree in 1987.
"My job is too important to not want to be as good as possible and be as knowledgeable as possible. You're standing in a fiduciary relationship with people. And your relationship is at the very core of what they are trying to do, which is realize their financial goals and dreams. So if you are not built to want to research and find the best solutions for your clients, and stay current, then it's the wrong business to be in."
David Lewinter, President, Lewinter Wealth Advisors, LLC
After finding success in the legal field for over 15 years, Lewinter retired from his role as Senior Vice President and General Counsel at Dun & Bradstreet and started over in the financial services industry. He began providing pro-bono financial advice for young couples and worked with local clergy doing wealth management seminars. After finding success in this work, he was compelled to start Lewinter Wealth Advisors, LLC. His primary areas of focus and service include comprehensive financial planning and asset management. When asked how he views his relationship with his clients, Lewinter said:
"My job is too important to not want to be as good as possible and be as knowledgeable as possible. You’re standing in a fiduciary relationship with people. And your relationship is at the very core of what they are trying to do, which is realize their financial goals and dreams. So if you are not built to want to research and find the best solutions for your clients, and stay current, then it’s the wrong business to be in."
As a thought-leader in his industry, Lewinter is keenly aware of ongoing trends in the world of finance. When asked what others need to know about upcoming trends in the financial industry, Lewinter commented:
"The biggest challenge for investors is where to invest. With interest rates bound to go up one day, that’s going to create a lot of uncertainty, and probably a pull back both in the bond and stock markets. I’ve been very lucky that since I’ve gotten into this, the markets have gone straight up. I don’t know how clients will react if the markets drop 25%. So staying on top of that possibility and making sure portfolios are constructed appropriately, having an ongoing dialogue and checking in with clients to make sure they’re comfortable with what’s going on, and preparing them -- that’s where I’m focusing my effort right now."
Lewinter has been selected as an Expert Network Distinguished © Wealth Manager based on the quality of his service, the depth of his commitment to his clients, and his continued advancement as a trusted source on the topic of financial planning and wealth management.
For more information, visit Lewinter's profile on the Expert Network here: http://expertnetwork.co/members/david-lewinter/1d9efacb025f82f2
###
The Expert Network has written this news release with approval and/or contributions from David Lewinter. The Expert Network is an invitation-only reputation management service that is dedicated to helping professionals stand out, network, and gain a competitive edge. The Expert Network selects a limited number of professionals based on their individual recognitions and history of personal excellence.
Share: