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, 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, United States
Company size
1492 employees

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

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Quick answer

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

AT Amanda Tully-Doyle Amanda Tully-Doyle Colleague at Edelman Financial Engines Ashburn, Virginia, United States, United States View → KS Ken S. Sakamoto, Crpc® Ken S. Sakamoto, Crpc® Colleague at Edelman Financial Engines San Francisco Bay Area, United States View → RR Ryan Reiter Ryan Reiter Colleague at Edelman Financial Engines Madison, Wisconsin, United States, United States View → EV Eileen Vaughan Eileen Vaughan Colleague at Edelman Financial Engines Glen Rock, New Jersey, United States, United States View → LP Landon Perry, Crpc® Landon Perry, Crpc® Colleague at Edelman Financial Engines United States, United States View → CO Carrington O’Neil Conley Crpc Carrington O’Neil Conley Crpc Colleague at Edelman Financial Engines Greater Lexington Area, United States View → JS Josh Schriver Josh Schriver Colleague at Edelman Financial Engines Manassas, Virginia, United States, United States View → SM Sarah Miranda Sarah Miranda Colleague at Edelman Financial Engines United States, United States View → BM Bill Mcelroy Bill Mcelroy Colleague at Edelman Financial Engines Greater Phoenix Area, United States View → AS Amanda Scull, Cfp®, Crpc® Amanda Scull, Cfp®, Crpc® Colleague at Edelman Financial Engines Brentwood, Tennessee, United States, 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, 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 Amanda Tully-Doyle, Ken S. Sakamoto, Crpc®, Ryan Reiter, Eileen Vaughan, and Landon Perry, Crpc®.

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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