Steven K. Lewis

Senior PIM Portfolio Manager, President

About

I want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. I strive to provide excellent customer service and empower you to be a confident investor.

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Global Fixed Income Strategy  

Meet Our Team

Steven K. Lewis

President
Senior PIM Portfolio Manager

Phone: 480.258.6096
Email: steve.lewis@wfafinet.com
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 distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

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

Laura Hurst

Senior Registered Client Associate

Phone: 480.258.6137
Email: laura.hurst@wfafinet.com
CA Insurance License Number 0I49469. Resident State AZ
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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