David Lewicki
Registered Representative and Investment Adviser of Equity Services, Inc.
WHY I do what I do: I care about people. I love helping them navigate money and financial decisions by forming healthy behavior and habits.
WHAT I do: I work with individuals who want to PROTECT their families from unnecessary financial hardship, SAVE towards their goals (both short and long-term), and create a LEGACY that lasts from one generation to the next.
HOW I do what I do: Because no two situations are the same, I believe the process of working together starts with a relationship and making sure I understand an individual’s needs, wants, and wishes. I do this by putting Process BEFORE Products.
Everyone has different goals and needs when it comes to money. The financial advice you receive should always be specific to YOU!
I realize that money and planning can often feel overwhelming – but developing healthy habits and being intentional about saving and investing is important in order to set yourself up for financial success.
When I’m not working, I enjoy:
- Spending time with my wife, daughter, and our two dogs.
- Being outdoors hiking and paddleboarding – I’m also an Adirondack 46er.
- CrossFit - Working out needs to a sport for me to stay invested and interested.
- Golfing - I play golf, but anyone who’s played with me knows I’m not a golfer.
David Lewicki is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Suite 200, Colchester, VT 05446 (802) 864-6819. David Lewicki is licensed to sell securities in NY, NH, FL, ME, MA, and VT and insurance-licensed in NY, FL, TN, VT, MA, VA, NH.