Kylie A. Roman, CFP®, AEP®

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200 S 10th St Ste 950
Richmond, VA 23219
+1 (804) 653-4703
https://www.rockco.com

Kylie A. Roman, CFP®, AEP®, is a Senior Vice President and Private Advisor at Lewis Wealth Partners, part of Rockefeller Capital Management, located in Richmond, VA. The firm specializes in providing customized financial solutions that cater to the unique challenges and dynamic needs of each client, ensuring a holistic approach to wealth management.

With a dedicated team of professionals, Lewis Wealth Partners offers a comprehensive suite of services, including investment advisory, estate planning, and philanthropic advisory, all designed to empower clients in their financial decision-making. Their focus on personalized service and strategic insights helps families navigate the complexities of wealth management while preserving their legacies for future generations.

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United States›Virginia›Richmond›Kylie A. Roman, CFP®, AEP®

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