Financial Advisor, Private Client Group
Stephen Lewis recently joined Platinum Wealth Partners in 2017. He brings with him 8 years of direct customer service experience which he utilizes to effectively communicate suitability of investments to his clients to best meet their needs and expectations. Stephen graduated from the University of North Carolina at Wilmington with a BA in Political Science and a Minor in History and is a holder of the 215 and Series 65 licenses.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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