About Me



Dale Lewis

Dale E. Lewis, MBA, CIMA®, CRPC®
Vice President/Investments

(602) 952-2500 or toll free (866) 677-5992




  • Bachelor of Arts, Canisius College
  • Master of Business Administration, University of Phoenix


Licenses and Certifications

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Certified Investment Management Analyst™ (CIMA®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Life, Health, and Variable Insurance (including annuities)



  • Investment Management Consultants Association
  • Canisius College Alumni Association
  • University of Phoenix Alumni Association
  • Grand Canyon Council Boy Scouts of America



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.



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.