Kelly M. Lewis

Kelly M. Lewis, CFP®, JD, LLM, serves as the Director of Wealth Strategies at Edelman Financial Engines since September 2023, bringing extensive experience in financial planning and legal expertise. Previously, Kelly held the position of Associate Director of Financial Planning and CERTIFIED FINANCIAL PLANNER™ at John G. Ullman & Associates, Inc. from February 2014 to August 2023, providing comprehensive financial management services while developing new business opportunities. Kelly's background includes a role as a Legal Content Writer at Law Blog Writers, LLC, and as a Contract Attorney at Immigrants First, PLLC, where responsibilities included client representation and legal writing. Educational qualifications include a Master of Laws in Taxation with a Certificate in Estate Planning from Georgetown University Law Center, a Juris Doctor from the University of the District of Columbia David A. Clarke School of Law, and a Bachelor’s Degree in Culture & Communications from Ithaca College.