About Me
Dale E. Lewis, MBA, CIMA®, CRPC® lewisd@stifel.com
Education
Licenses and Certifications
Memberships
Experience/Philosophy I began my investment industry career in 1990 and joined Stifel in 2011. Often, the most trying times for investors occur at moments of change, such as retirement, divorce, or loss of a spouse. I use a planning-based approach to help clients understand their needs for wealth accumulation as well as distribution. I employ tools and strategies to help my clients generate a stream of income from their investments and help them manage expectations and risks in an ever-changing market.
Personal I am proud to volunteer with our local Scout Council and am inspired by the young people who we influence, guide, and mentor. As the premier youth-facing organization in the country, Scouts BSA helps to shape tomorrow's leaders. I am an Eagle Scout (as is my grown son, and I know my adult daughter could have been as well). I was honored with BSA's Silver Beaver Award, District Award of Merit, Outstanding Eagle Scout Award, Amethyst Award, and Distinguished Service Star. I was selected to “The Outstanding Young Men of America” and have served on several boards of directors for various local organizations. I feel our blessings are meant to be shared.
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