Broker Check
Melinda Lewis, CFS

Melinda Lewis, CFS

Investment Adviser Representative

Melinda Lewis is a native Oregonian and resides in the Portland area. Melinda graduated with a B.A. from the University of Oregon, College of Business. Melinda has over 30 years of experience serving the needs of governmental employees and is highly adept at discussing the benefits of a 457(b) Deferred Compensation Retirement Plan and its interaction with the various tiers of the Oregon PERS. Melinda’s experience and knowledge of the Oregon PERS system has led to her assistance with the provision of new employee orientation meetings and education on retirement issues for the City of Portland, Multnomah County, and City of Gresham plans. Melinda is committed to assisting her clients with a roadmap to their retirement success. Melinda is an adviser who prides herself on putting her client’s needs first. Her comprehensive planning and knowledge has provided retirement planning assistance to thousands of clients in her 30 years of business.
Melinda holds an Oregon Life, Health and Variable Annuity license and the FINRA Series 7, 24, 63 and 65 securities registrations. In addition, she holds the Certified Fund Specialist (CFS) designation.
Melinda is also active in her community and currently serves on the board as the President of Christmas for Kids, a local non- profit charity that provides winter clothing to hundreds of needy children each year. 
The Lewis-Stefani Group includes Melinda’s Identical Twin Sister, Wendy Stefani. The twins have worked together for almost 30 years providing services to the City of Portland, Multnomah County, Clackamas County, Marion County, City of Gresham, City of Salem and Cowlitz County.