Kelly M. Lewis, Cfp®, Jd, Llm
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Kelly M. Lewis, Cfp®, Jd, Llm Email & Phone Number

Director of Wealth Strategies at Edelman Financial Engines
Location: Elmira-Corning Area, United States 6 work roles 3 schools
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Current company
Edelman Financial Engines
Role
Director of Wealth Strategies
Location
Elmira-Corning Area, United States
Company size
1492 employees

Who is Kelly M. Lewis, Cfp®, Jd, Llm? Overview

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Kelly M. Lewis, Cfp®, Jd, Llm is listed as Director of Wealth Strategies at Edelman Financial Engines, a with 1492 employees, based in Elmira-Corning Area, United States. AeroLeads shows a matched LinkedIn profile for Kelly M. Lewis, Cfp®, Jd, Llm.

Kelly M. Lewis, Cfp®, Jd, Llm previously worked as Director of Education & Research at Edelman Financial Engines and Associate Director of Financial Planning & CERTIFIED FINANCIAL PLANNER™ at John G. Ullman & Associates, Inc.. Kelly M. Lewis, Cfp®, Jd, Llm holds Master Of Laws (Ll.M.), Taxation/ Certificate In Estate Planning from Georgetown University Law Center.

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Email format at Edelman Financial Engines

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Edelman Financial Engines

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About Kelly M. Lewis, Cfp®, Jd, Llm

Kelly M. Lewis, Cfp®, Jd, Llm is a Director of Wealth Strategies at Edelman Financial Engines.

Current workplace

Kelly M. Lewis, Cfp®, Jd, Llm's current company

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Edelman Financial Engines
Edelman Financial Engines
Director of Wealth Strategies
Website
edelmanfinancialengines.com
Employees
1492
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6 roles

Kelly M. Lewis, Cfp®, Jd, Llm work experience

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Associate Director Of Financial Planning & Certified Financial Planner™

John G. Ullman & Associates, Inc.

Corning, Ny

Counsel clients and administer the firm’s comprehensive financial management services on an ongoing basis, upholding all professional standards. Identify and develop new business prospects including individuals, families, and non-profit organizations. Develop and maintain expertise in areas of financial management practice.

Dec 2022 - Aug 2023

Legal Content Writer

Law Blog Writers, Llc

Washington D.C. Metro Area

Created legal related website content for national law firms from multiple states as well as weekly and monthly blog updates.

Dec 2013 - Mar 2014

Contract Attorney

Immigrants First, Pllc

Represented clients in CAT, DACA, and asylum cases. Wrote briefs and applications for clients and facilitated communication with USCIS and the Department of Justice.

Feb 2013 - Aug 2013
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1492 employees →

JN Jeff Nichols Jeff Nichols Colleague at Edelman Financial EnginesPhoenix, Arizona, United States View → BS Bill Schultheis Bill Schultheis Colleague at Edelman Financial EnginesSeattle, Washington, United States View → DM David M. David M. Colleague at Edelman Financial EnginesBridgewater, New Jersey, United States View → SK Sudeep Kulkarni Sudeep Kulkarni Colleague at Edelman Financial EnginesPune, Maharashtra, India View → AS Ann Starr Ann Starr Colleague at Edelman Financial EnginesGreater Phoenix Area, United States View → TM Trever Marshall Trever Marshall Colleague at Edelman Financial EnginesGreater Minneapolis-St. Paul Area, United States View → KC Krishna Chaitanya Vemuri Krishna Chaitanya Vemuri Colleague at Edelman Financial EnginesBengaluru, Karnataka, India View → JW Jan Wilson Jan Wilson Colleague at Edelman Financial EnginesFairfax, Virginia, United States View → SM Shruthi Mohan Shruthi Mohan Colleague at Edelman Financial EnginesGreater Boston, United States View → JL Jb Liebstein Jb Liebstein Colleague at Edelman Financial EnginesPotwin, Kansas, United States View →
3 education records

Kelly M. Lewis, Cfp®, Jd, Llm education

Master Of Laws (Ll.M.), Taxation/ Certificate In Estate Planning

Georgetown University Law Center

Activities and Societies: Law ReviewStudied tax and estate planning law.

Bachelor’S Degree, Culture & Communications

Ithaca College

Activities and Societies: Student Government

FAQ

Frequently asked questions about Kelly M. Lewis, Cfp®, Jd, Llm

Quick answers generated from the profile data available on this page.

What company does Kelly M. Lewis, Cfp®, Jd, Llm work for?

Kelly M. Lewis, Cfp®, Jd, Llm works for Edelman Financial Engines.

What is Kelly M. Lewis, Cfp®, Jd, Llm's role at Edelman Financial Engines?

Kelly M. Lewis, Cfp®, Jd, Llm is listed as Director of Wealth Strategies at Edelman Financial Engines.

Where is Kelly M. Lewis, Cfp®, Jd, Llm based?

Kelly M. Lewis, Cfp®, Jd, Llm is based in Elmira-Corning Area, United States while working with Edelman Financial Engines.

What companies has Kelly M. Lewis, Cfp®, Jd, Llm worked for?

Kelly M. Lewis, Cfp®, Jd, Llm has worked for Edelman Financial Engines, John G. Ullman & Associates, Inc., Law Blog Writers, Llc, and Immigrants First, Pllc.

Who are Kelly M. Lewis, Cfp®, Jd, Llm's colleagues at Edelman Financial Engines?

Kelly M. Lewis, Cfp®, Jd, Llm's colleagues at Edelman Financial Engines include Jeff Nichols, Bill Schultheis, David M., Sudeep Kulkarni, and Ann Starr.

How can I contact Kelly M. Lewis, Cfp®, Jd, Llm?

You can use AeroLeads to view verified contact signals for Kelly M. Lewis, Cfp®, Jd, Llm at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Kelly M. Lewis, Cfp®, Jd, Llm attend?

Kelly M. Lewis, Cfp®, Jd, Llm holds Master Of Laws (Ll.M.), Taxation/ Certificate In Estate Planning from Georgetown University Law Center.

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