Our Associates

Max Lewis
Senior Vice President – Investments

Max Lewis is a Financial Advisor dedicated to helping individuals and families grow, manage, and preserve their wealth. With a client-first approach, he provides objective, cost-effective financial guidance tailored to personal assets, trusts, and retirement plans. Before entering the financial services industry, Max spent a decade in healthcare finance and regulatory roles, bringing a unique perspective to his practice.

A dual-degree graduate of Florida Atlantic University, Max holds FINRA Series 7 and 66 securities registrations, along with insurance and annuity licenses. He is an active member of the South Florida community, volunteering with the Jewish Federation of South Palm Beach County and supporting various professional and alumni organizations.

Originally from New York, Max now lives in Delray Beach with his wife, Frannie, their daughters, Harper and Quinn, and their dog, Molly. Outside of work, he enjoys travel, geography, automobiles and spending time with his family. He was recognized in 2025 and named one of Forbes Top Next-Gen Wealth Advisors Best-In-State. These accolades reflect his consistent performance among the top tier of advisors nationwide.

Steven Lewis is Managing Director - Investments with the Lewis Financial Strategies Group of Wells Fargo Advisors. He brings a unique blend of legal, business, and financial expertise to his role, aiming to deliver trusted advice and tailored strategies to help clients achieve their financial goals. Steven began his career as a Corporate Attorney before transitioning into investments, a foundation that continues to shape his thoughtful, detail-oriented approach to wealth management.

He holds a Juris Doctor from Touro University’s Jacob D. Fuchsberg Law Center, an MBA from Fairleigh Dickinson University, a Bachelor of Science in Marketing and Management, and an Associate Degree in Accounting from Bentley College.

Based in Naples, Florida, with team offices in Boca Raton, FL and Westport, CT, Steven is dedicated to building long-term relationships and guiding clients toward lasting financial success. Outside of work, he enjoys golf, tennis, and pickleball, and remains actively engaged in global affairs. He is also a committed philanthropist, supporting organizations such as Birdies for Breast Cancer, Education Through Music, The Umbrella Club, Lifebeat, and the Howard Reiter Technology Center.

Steven has been consistently recognized through the firm’s prestigious Platinum Council, earning Diamond Status in 2018–2019, President’s Status from 2020–2022, Sapphire Status in 2023–2024, and most recently, Emerald Status in 2025—an honor awarded to a select group of advisors for outstanding business production and professionalism. The Platinum Council distinction is held by a select group of Financial Advisors within the firm. These top advisors have demonstrated an ability to deliver exceptional service to their clients through well thought-out financial solutions. The Platinum Council Program has been the cornerstone for acknowledging these outstanding accomplishments. These accolades reflect his consistent performance among the top tier of advisors nationwide. Today, Steven and his team oversee more than $1 billion in client assets, a testament to the trust he’s earned and the results he delivers.

James Robustelli is a Registered Client Associate at Wells Fargo Advisors, bringing a comprehensive background in trading, operations, research, wealth planning strategies, and compliance. He began his career with the firm in 2019, supporting a team in Connecticut through 2021. In 2022, he returned to Boca Raton to join the Lewis Financial Strategies Group, where he continues to provide clients with attentive, high-quality service.

James holds a bachelor’s degree in finance from the University of Central Florida and maintains Series 7 and 66 securities registrations. Originally from Sarasota, he now resides in Boca Raton. Outside the office, he enjoys spending time with family and friends, staying active, exploring the outdoors, and reading about global affairs.

Maddie Miloro is a Senior Client Associate with 17 years of industry experience. She joined the Lewis Financial Strategies Group in 2015, bringing with her a strong commitment to client service and operational excellence. Known for her personable nature and meticulous attention to detail, Maddie is dedicated to client service and ensuring clients receive prompt and thorough responses to their needs. She plays a key role in supporting the advisory team, helping them deliver the highest level of service and care. Maddie holds a Bachelor of Business Administration from Pace University. She lives in New Canaan, Connecticut, with her husband, Anthony. A proud mother of two and an active grandmother, Maddie enjoys gardening, traveling, and spending quality time with her family.