Steven K. Lewis
Senior PIM Portfolio Manager
I have been working with individual investors for 31 years. I utilize extensive personal and professional experience in all areas of investment planning to help you pursue your goals.
I am a 1982 Graduate of Arizona State University and began my investment career at E.F. Hutton in 1984. I became a CERTIFIED FINANCIAL PLANNER™ professional in 1998. At Wells Fargo Advisors Financial Network, I am a Senior Financial Advisor - Investments, and am recognized among my peers as one of the firms Platinum Council. I was recognized as a Platinum Council Advisor in 2009. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
With two grown daughters and three grandchildren, I also find time for community service, tennis, golf, mountain biking and snowboarding.
CA Insurance License Number 0H10481. Resident State AZ