Lew Shore
Chief Executive Officer at Private Wealth Strategies LLC (Ohio)
Profile
Mr. Lewis D.
Shore is a Principal at Private Wealth Strategies LLC (Ohio).
He founded his practice in 1974, and serves as a Principal of Shore Morgan Young.
With over 45 years of experience in the industry, his prevailing techniques in financial planning assist SMY’s clients in moving toward the results they desire.
He has built a leading team of specialists with experience in a number of financial planning disciplines.
He received a Bachelor of Science degree in Business Administration from Ohio University.
Lew Shore active positions
| Companies | Position | Start |
|---|---|---|
Private Wealth Strategies LLC (Ohio)
 Private Wealth Strategies LLC (Ohio) Investment ManagersFinance Private Wealth Strategies LLC (PWSL) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New Albany, Ohio. The firm was founded by Lewis D. Shore in 1974 and do-business-as Shore Morgan Young Wealth Strategies. PWSL provides wealth management services to prosperous individuals and business owners. | Chief Executive Officer | 1973-12-31 |
Training of Lew Shore
| The Ohio University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Private Wealth Strategies LLC (Ohio)
Private Wealth Strategies LLC (Ohio) Investment ManagersFinance Private Wealth Strategies LLC (PWSL) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New Albany, Ohio. The firm was founded by Lewis D. Shore in 1974 and do-business-as Shore Morgan Young Wealth Strategies. PWSL provides wealth management services to prosperous individuals and business owners. | Finance |
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- Lew Shore
