Tyson Lewis provides investment advice and management which are based on a comprehensive investment plan to high net worth business owners and their families.

Tyson 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 is a dedicated Senior Registered Client Associate whose passion for serving clients makes him a valuable part of the team.  He worked for Wells Fargo Advisors for 19 years until his transition to Well Fargo Advisors Financial Network in May 2023 where he strives to ensure that client’s requests and operational expectations are met in a precise and timely manner. Christian’s day to day responsibilities include opening new accounts, asset and money movement, entering trades and assisting clients with online set up and navigation.  He is solution oriented and takes great joy and pride in helping others.   Christian enjoys his job best when he is connecting personally with clients and building close relationships.  He is always prepared to deliver an exceptional client experience.

Christian 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 joined the financial services industry in 2007. She began her career as a Teller and later earned a promotion to be a Lead Teller at Wells Fargo Bank, N.A. Dilian took the skills she learned at the bank and challenged herself further by joining Wells Fargo Advisors in 2012. Working first in the Operations department, she served as a cashier and service associate learning the complex array of securities operational policies and procedures. Dilian again sought personal and professional growth when she became a Client Associate in early 2014. Dilian gained the experience and knowledge of a Client Associate and was presented with an opportunity to expand her work experience as an Administrative Assistant to the Branch Manager for WFA. She took on the role and equipped herself with a vast variety of experiences and knowledge that would make her a versatile associate. Dilian joined our team in 2022 and recently became a Registered Client Associate to further service our clients. Dilian is looking forward in working together to provide the best client service experience possible. She has used her natural communications skills and her background in banking and operations to provide excellent customer service.

Dilian 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 is an estate planning expert.  She practiced law for 13 years in South Florida specializing in estate and tax planning.  She was the managing member of Black Lewis Law in Miami, Florida for four years and worked at a major international law firm.  Then Stefanie began working as a consultant on estate planning and tax matters in the financial services industry, working for Wells Fargo Private Bank for over 10 years, ultimately managing the regional wealth planning team in the Southeastern U.S.

Stefanie 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.