Kelly M. Lewis, CFP®, JD, LLM
Associate Director of Financial Planning & CERTIFIED FINANCIAL PLANNER™ at John G. Ullman & Associates, Inc.- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER
CFP Board
Experience
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John G. Ullman & Associates, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Associate Director of Financial Planning & CERTIFIED FINANCIAL PLANNER™
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Feb 2014 - Present
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. 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.
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Law Blog Writers, LLC
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Legal Services
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1 - 100 Employee
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Legal Content Writer
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Dec 2013 - Aug 2014
Created legal related website content for national law firms from multiple states as well as weekly and monthly blog updates. Created legal related website content for national law firms from multiple states as well as weekly and monthly blog updates.
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Contract Attorney
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Feb 2013 - Aug 2013
Represented clients in CAT, DACA, and asylum cases. Wrote briefs and applications for clients and facilitated communication with USCIS and the Department of Justice. Represented clients in CAT, DACA, and asylum cases. Wrote briefs and applications for clients and facilitated communication with USCIS and the Department of Justice.
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Education
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2012 - 2013
Georgetown University Law Center
Master of Laws (LL.M.), Taxation/ Certificate in Estate Planning -
2009 - 2012
University of the District of Columbia - The David A. Clarke School of Law
Juris Doctor (J.D.), Law -
2005 - 2008
Ithaca College
Bachelor’s Degree, Culture & Communications
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