The Lewis Group - Morgan Stanley Team - HYANNIS, MA
Morgan Stanley
The Lewis Group
at Morgan Stanley
45 NORTH STREET
HYANNIS, MA 02601
tel: (508) 790-9606
toll-free: (800) 347-8057 
fax: (508) 790-9650
Bob Lewis, CFP
Senior Vice President
Financial Advisor
Senior Portfolio Manager
tel: (508) 790-9606
toll-free: (800) 347-8057
fax: (508) 790-9650

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Professional Details
  • 2007 - Present: Morgan Stanley
    Senior Portfolio Manager
    Senior Vice President
    Financial Advisor
  • 1997 - 2007: Smith Barney
    Senior Vice President
    Portfolio Manager
    Financial Advisor
  • 1991 - 1997: Paine Webber
    Financial Advisor
  • 1989: University of Rochester
    BA Economics
    Citation of Special Achievement in Finance
  • Certified Financial Planner
  • Series 7 Licensed
    Series 63 Licensed
    Insurance Licensed
Bob Lewis, CFP  holds the following registrations:
Securities Agent: CA, CT, FL, MA, ME, MO, NH, NJ, NY, OR, PA, RI, UT, VA, VT; General Securities Representative; Investment Advisor Representative;

Charles M Lewis
Senior Vice President
Financial Advisor
Senior Portfolio Manager
tel: (508) 790-9606
toll-free: (800) 347-8057
fax: (508) 790-9650
Professional Details
  • 2007 - Present: Morgan Stanley
    Vice President
    Financial Advisor
  • 2000 - 2007: Smith Barney
    Financial Advisor
  • 1981 - 2000: Fleet National Bank
    Executive VP
  • 1976 - 1981: State Street Bank and Trust
    Portfolio Manager
  • 1973 - 1976: Blyth Eastman Dillon
    Institutional Sales Representative
  • 1969 - 1973: Merrill Lynch
    Institutional Fixed Income Manager
  • 1961 - 1969: Service Bureau Corp
    Marketing Manager
  • 1958 - 1961: Home Life Insurance Co.
    Management Trainee-Group Ind
  • University of Rochester
    BA, Psychology/Educ
  • Series 7 Licensed
    Series 63 Licensed
    Insurance Licensed
Charles M Lewis holds the following registrations:
Securities Agent: CA, CT, FL, MA, ME, MO, NH, NJ, NY, OR, PA, RI, UT, VA, VT; General Securities Representative; Investment Advisor Representative;

Debbie Feest
Senior Registered Associate
tel: 508-790-9623
fax: 508-790-9650

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Awards Disclosures
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