Kelly M. Lewis

Director, Wealth Strategies

• CERTIFIED FINANCIAL PLANNER®

With more than 10 years of experience in financial services, Kelly is a senior member of the Advanced Planning Strategies Team. She helps lead the team’s efforts in complex wealth strategies, education and research, with expertise in retirement income planning, tax planning, estate planning, risk and debt management, education planning and behavioral finance.

Kelly joined Edelman Financial Engines in 2023 and is a CERTIFIED FINANCIAL PLANNER^® professional, a licensed attorney in New York and New Jersey and holds a license in life, accident and health insurance. Before beginning her career in finance, she worked as an attorney in Washington, D.C..

Prior to joining EFE, Kelly was a senior financial advisor and Associate Director of Financial Planning at John G. Ullman & Associates, where she managed a team with a significant book of business. To enable continuous learning, she created a standardized training program for associate advisors. Kelly also founded a women-centric financial blog and presented on financial topics at several conferences and web-based programs.

Kelly believes that because financial planning can be complex, continuous learning is crucial. As the industry never stops evolving, she firmly believes the same must be true of financial planners and advisors. She values being part of a team that tracks industry trends and legislation updates and then shares that information in a meaningful way, and she finds assisting financial planners with complex cases to be particularly rewarding.

Kelly earned a Bachelor of Arts degree in culture and communication from Ithaca College, a Juris Doctor from the University of the District of Columbia and a Master of Laws in income taxation and estate planning from Georgetown University. She currently resides in central New York with her two dogs. In her free time, Kelly likes to travel the world, paint, volunteer and act on stage.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.