Oceanic Wealth Management

Tyson Lewis provides investment advice and management which are based on a comprehensive investment plan to high net worth business owners and their families.

Tyson is a graduate of the U.S. Naval Academy in Annapolis, MD and has earned a Master of Business Administration degree from the Kellogg School of Management at Northwestern University in Evanston, Illinois.

Tyson’s team was selected a second year in a row for the 2026 Forbes Best-in-State Wealth Management Teams*. Tyson was selected as a Forbes Best-in-State Wealth Advisor** every year from 2020 through 2025.  Tyson has been honored by Wells Fargo Advisors Financial Network as a Platinum Council*** every year from 2012 through 2025.

Tyson earned and maintained the CERTIFIED FINANCIAL PLANNER® certification by completing an approved educational program, passing a rigorous examination, and meeting stringent experience and continuing education requirements.

Mr. Lewis joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2004. Previously, he served as a Financial Advisor with Merrill Lynch Private Client Group from 1999 to 2004. Maj. Lewis served for six years in the United States Marine Corps where he rose to the rank of Major.

Away from the office, Tyson, his wife Stefanie and their two children enjoy boating, fitness, and watching their children’s athletic competitions. In his youth, Tyson was a swimmer who competed in sprint freestyle events, earning a spot at the Military World Games and was Captain of the U.S. Naval Academy Division I Swim Team. Tyson is a Director for the Greater Miami Chapter U.S. Naval Academy Alumni Association, a member of the National Eagle Scout Association, and Disabled American Veterans.

Disclosures:

*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

** 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/2023 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*** The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

Overview

Jenna Suleman is a Senior Financial Advisor who works with high-net-worth and multi-generational families to bring clarity, structure, and long-term confidence to their financial lives. Since 2006, she has specialized in helping clients preserve and grow wealth while aligning financial decisions with the values and legacy they want to carry forward.

Her practice centers on comprehensive wealth management, including portfolio strategy, wealth preservation, philanthropy, estate and trust planning coordination, provides access to banking products and services through Wells Fargo affiliates. Jenna partners closely with families navigating complex financial lives and major financial transitions, including business sales, liquidity events, and generational wealth transfers, providing steady guidance so they can make thoughtful decisions with confidence.

Jenna is PIM® Portfolio Manager (Portfolio Investment Management) certified, reflecting advanced training in portfolio construction, asset allocation, and discretionary investment management for sophisticated investors.

Before relocating to Vero Beach, Florida, Jenna worked in Miami with Wells Fargo Advisors in collaboration with Wells Fargo Private Bank and Wells Fargo Family Office (formerly Abbot Downing). Earlier in her career, she was with Morgan Stanley in Greenwich, Connecticut.

Recognition

Forbes Best-In-State Wealth Advisors 2025

Forbes Top Women Wealth Advisors Best-In-State 2024-2026

Forbes Top Women Wealth Advisors 2020

Forbes: Next Gen Wealth Advisors Best-In-State 2017-2019

Working Mothers Top Wealth Advisor Moms 2017- 2019

2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com).The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com).
2018 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Forbes.com).
2017 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Workingmother.com). 
2018 Working Mother’s Top Wealth Advisor Moms: Awarded October 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18 (Source: Workingmother.com).
2017 Working Mother’s Top Wealth Advisor Moms: Awarded October 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion.

Razvan Ilie is a Senior Financial Advisor at Wells Fargo Advisors Financial Network, where he specializes in research-driven investment selection, portfolio management and capital markets execution. He started his financial career in 2008 as an institutional research analyst with a strong emphasis on fundamental investment selection. Razvan’s highly personalized approach helps clients achieve both their short-term and long-term investment goals.

In 2015, Razvan transitioned to private wealth management, offering clients expert guidance on capital markets and comprehensive wealth planning.  He joined Wells Fargo Advisors Financial Network in 2022, furthering his commitment to helping clients navigate complex financial landscapes.

Razvan holds both a bachelor’s and master's degrees in business administration from Tennessee Technological University. Before completing his academic degrees, Razvan pursued a professional tennis career. Outside his professional life, Razvan is dedicated to giving back to the community. He actively volunteers with Vero Beach non-profit organizations that support youth sports and after-school programs.

Anthony Navarro is a seasoned financial professional who delivers tailored investment advice and portfolio management to high-net-worth business owners and their families. His approach is rooted in comprehensive planning, designed to align financial strategies with each client’s long-term goals and values.

A graduate of Queens College, City University of New York, Anthony holds a bachelor’s degree in psychology. His academic foundation fuels his deep interest in behavioral economics and family dynamics—two pillars that guide his ability to uncover the true motivations behind a client’s investment decisions.

Anthony is a CERTIFIED FINANCIAL PLANNER® professional, having earned and maintained the designation through rigorous education, examination, and ongoing professional development.

His career spans over two decades in private banking and wealth management. From 2009 to 2024, Anthony served as a Wealth Management Private Banker at Wells Fargo Bank NA. Prior to that, he was a Licensed Premier Banker at Bank of America from 2000 to 2009.

Beyond the realm of finance, Anthony channels his creativity into writing and storytelling. He is currently crafting his debut science fiction graphic novel—a project that showcases his imaginative vision and passion for narrative art. A dedicated yoga practitioner and a black belt in Tomiki Aikido, Anthony brings discipline, mindfulness, and balance to both his personal and professional life.

Chase Perez-Blanco is a Financial Advisor with Wells Fargo Advisors Financial Network, where he delivers customized wealth strategies for individuals, families, and business owners seeking long-term financial success. He advises entrepreneurs and growing companies on retirement plan design, succession planning, and business transition strategies. Chase takes a disciplined, performance-driven approach to wealth management, helping clients navigate complex financial decisions with confidence and clarity.

Chase brings a unique perspective to financial advising, combining elite-level athletic discipline with strategic investment planning expertise. He attended the University of Florida, where he earned both his Bachelor of Science and master’s degrees while competing as a member of the University of Florida Men’s Tennis program. His experience as a collegiate athlete shaped his competitive work ethic, strategic mindset, and commitment to continuous improvement.

Following his collegiate tennis career, Chase spent five years teaching tennis, where he developed a client-focused coaching philosophy centered on performance development, communication, and long-term progress. He transitioned into financial advising in 2023, applying the same principles of preparation, discipline, and strategic execution to help clients pursue their financial goals. Chase is passionate about building long-term relationships and providing proactive financial guidance tailored to each client’s unique objectives.

Outside of his professional career, Chase enjoys spending time with family and friends.

Christian is a dedicated Senior Registered Client Associate whose passion for serving clients makes him a valuable part of the team.  He worked for Wells Fargo Advisors for 19 years until his transition to Well Fargo Advisors Financial Network in May 2023 where he strives to ensure that client’s requests and operational expectations are met in a precise and timely manner. Christian’s day to day responsibilities include opening new accounts, asset and money movement, entering trades and assisting clients with online set up and navigation.  He is solution oriented and takes great joy and pride in helping others.   Christian enjoys his job best when he is connecting personally with clients and building close relationships.  He is always prepared to deliver an exceptional client experience.

Christian is a native Floridian who has grown up in South Florida and attended the University of Florida in Gainesville.  He earned his Bachelor of Science in Business Administration and Finance degree and is an avid Florida Gator sports fan.

Away from the office, Christian spends his free time with his wife Aeleen enjoying social outings with friends and family, caring for a houseful of pets, running, exercising and going to the beach.  He especially enjoys travelling with friends to see live sports games for his favorite teams.

Dilian joined the financial services industry in 2007. She began her career as a Teller and later earned a promotion to be a Lead Teller at Wells Fargo Bank, N.A. Dilian took the skills she learned at the bank and challenged herself further by joining Wells Fargo Advisors in 2012. Working first in the Operations department, she served as a cashier and service associate learning the complex array of securities operational policies and procedures. Dilian again sought personal and professional growth when she became a Client Associate in early 2014. Dilian gained the experience and knowledge of a Client Associate and was presented with an opportunity to expand her work experience as an Administrative Assistant to the Branch Manager for WFA. She took on the role and equipped herself with a vast variety of experiences and knowledge that would make her a versatile associate. Dilian joined our team in 2022 and became a Registered Client Associate in 2024 to further service our clients. Dilian is looking forward to working together to provide the best client service experience possible. She has used her natural communications skills and her background in banking and operations to provide excellent customer service.

Dilian is bilingual, was born in Cuba and raised in Miami. She loves to spend her free time working on DIY projects, exploring carpentry and enjoys spending time with her close family and friends.

Stefanie is an estate planning professional but not currently practicing law. She practiced law for 13 years in South Florida specializing in estate and tax planning strategies. She was the managing member of Black Lewis Law in Miami, Florida for four years and worked at a major international law firm. Then Stefanie began working as a consultant on estate investment planning and tax matters in the financial services industry, working for Wells Fargo Private Bank for over 10 years, ultimately managing the regional wealth planning team in the Southeastern U.S.

Stefanie earned her Juris Doctor (JD) and Master of Laws in Estate Planning (LLM) from the University of Miami School of Law. She earned her Bachelor of Science (BS) in Political Science from the University of Miami. Stefanie is a member of the Florida Bar Tax Section and Real Property Probate and Trust Law Section and is admitted to practice in the U.S. Tax Court although not currently practicing law. She is the recipient of the Miami-Dade County Pro Bono Award in 1998 and was named a Florida Super Lawyer in 2009, 2010 and 2011.

She currently serves her community as President of the Junior Welfare Society, an organization that provides emergency financial assistance to local families experiencing an unexpected hardship.  She has also served on the Lower School Family Association Board at Pine Crest School and as Chair of school events.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

The 1998 Miami-Dade County Pro Bono Award by Miami-Dade Legal Aid was bestowed by Miami-Dade Legal Aid as a result of community efforts, unrelated to the business of the firm.

The 2011 Florida Super Lawyer by superlawyers.com was bestowed by the superlawyers.com as a result of community efforts, unrelated to the business of the firm.
The 2010 Florida Super Lawyer by superlawyers.com was bestowed by the superlawyers.com as a result of community efforts, unrelated to the business of the firm.
The 2009 Florida Super Lawyer by superlawyers.com was bestowed by the superlawyers.com as a result of community efforts, unrelated to the business of the firm.