About
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
Tyson C. Lewis, MBA, CFP
Managing PrincipalTyson is a graduate of the U.S. Naval Academy in Annapolis, MD and has earned a Master of Business Administration degree from the Kellogg School of Management at Northwestern University in Evanston, Illinois.
Tyson was selected as a Forbes Best-in-State Wealth Advisor* every year from 2020 through 2024. Tyson has been honored by Wells Fargo Advisors Financial Network as a Platinum Council** every year from 2012 through 2024.
Tyson earned and maintained the CERTIFIED FINANCIAL PLANNER™ designation by completing an approved educational program, passing a rigorous examination, and meeting stringent experience and continuing education requirements.
Mr. Lewis joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2004. Previously, he served as a Financial Advisor with Merrill Lynch Private Client Group from 1999 to 2004. Maj. Lewis served for six years in the United States Marine Corps where he rose to the rank of Major.
Away from the office, Tyson, his wife Stefanie and their two children enjoy boating, fitness, and watching their children’s athletic competitions. In his youth, Tyson was a swimmer who competed in sprint freestyle events, earning a spot at the Military World Games and was Captain of the U.S. Naval Academy Division I Swim Team. Tyson is a Director for the Greater Miami Chapter U.S. Naval Academy Alumni Association, a member of the National Eagle Scout Association, and Disabled American Veterans.
Disclosures:
* 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/2023 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
** The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors 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.
Christian Lisena
Senior Registered Client AssociateChristian is a native Floridian who has grown up in South Florida and attended the University of Florida in Gainesville. He earned his Bachelor of Science in Business Administration and Finance degree and is an avid Florida Gator sports fan.
Away from the office, Christian spends his free time with his wife Aeleen enjoying social outings with friends and family, caring for a houseful of pets, running, exercising and going to the beach. He especially enjoys travelling with friends to see live sports games for his favorite teams.
Dilian Batista
Registered Client AssociateDilian is bilingual, was born in Cuba and raised in Miami. She loves to spend her free time working on DIY projects, exploring carpentry and enjoys spending time with her close family and friends.
Stefanie B. Lewis
Administrative ManagerStefanie earned her Juris Doctor (JD) and Master of Laws in Estate Planning (LLM) from the University of Miami School of Law. She earned her Bachelor of Science (BS) in Political Science from the University of Miami. Stefanie is a member of the Florida Bar Tax Section and Real Property Probate and Trust Law Section and is admitted to practice in the U.S. Tax Court. She is the recipient of the Miami-Dade County Pro Bono Award and was named a Florida Super Lawyer in 2009, 2010 and 2011.
She currently serves her community as Vice President of the Junior Welfare Society, an organization that provides emergency assistance to local families. She is also actively involved in the Pine Crest School Lower School Family Association.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
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.