Tyson C. Lewis, MBA, CFPManaging Principal
Tyson Lewis provides investment advice and management 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* 2020, 2021, 2022 and 2023. Tyson has been honored by Wells Fargo Advisors as a Platinum Council* every year from 2012 through 2023.
Tyson earned and maintained the CERTIFIED FINANCIAL PLANNER™ certification 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 baseball and gymnastics 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 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.
* 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.