Our Associates

Steven Lewis, MBA
Managing Director – Investments
PIM® Portfolio Manager
Phone: 203-984-6162
Steven.Lewis@WFA.com

Steven Lewis is Managing Director - Investments with the Lewis Financial Strategies Group
of Wells Fargo Advisors. He brings a 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 was recognized in 2026 as one of Forbes Best-In-State Wealth Advisors. Today,
Steven and his team oversee more than $1 billion in client assets (as of May 2026), which
he believes is a testament to the trust he’s earned and the results he delivers.

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK
Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).
Third Party Award disclosures | Wells Fargo Advisors


Certificates
MBA

CA Insurance Lic.#4529608, Resident State FL

Max Lewis
Senior Vice President – Investments
PIM® Portfolio Manager
Office Direct - 561-347-3832
Office Mobile - 561-947-0292
Max.Lewis@WFA.com

Max Lewis is a Senior 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 different 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. In 2025, he was recognized as a
Forbes Top Next-Gen Wealth Advisors Best-In-State, followed by recognition in 2026 as one
of Forbes Wealth Advisors Best-In-State.

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK
Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).
Review Award Disclosures

2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data
compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25
(Source: Forbes.com).

Licenses
• California Insurance License 4280950 Resident State: FL

James Robustelli is a Registered Client Associate at Wells Fargo Advisors, bringing a well-rounded background in trading, operations, research, wealth planning, and compliance. He began his career with the firm in 2019, working closely with a team in Connecticut through the end of 2021. In 2022, James returned to his home state of Florida to join the Lewis Financial Strategies Group, where he continues to help support clients with a high level of care and professionalism.

James earned his Bachelor’s degree in Finance from the University of Central Florida in 2018 and holds FINRA Series 7 and 66 securities registrations. Originally from Sarasota, he now resides in Boca Raton. Outside of work, James 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.