Stephen D Lewis, was born and raised in North Carolina where he received his Bachelor of the Arts Degree from the University of North Carolina at Wilmington.
After moving to Tampa in 2016, he got his start in the financial industry working as an Investment Advisor at a small private investment firm in downtown Tampa. In this role, he excelled at assisting high net-worth clients maximize their investment gains while at the same time utilizing advanced strategies to provide significant downside protection against losses.
One Team Financial Group welcomed Stephen to the team in October of 2018, and are excited to have a rising star in the industry who has obtained his FL 215, FINRA Series 6, and 65 licenses, all before the age of 30. Stephen’s prior experience in wealth management as well as his focus on wealth accumulation, protection of financial assets, long term care planning, and striving to increase clients’ retirement income, are a valuable addition to the team.
Stephen is also a family man, recently marrying the love of his life Leana, in May of 2019. He looks forward to building strong personal and business relationships with families and businesses in the Tampa Bay area as he establishes himself and his family in the community.