Kelly Lewis, CFP®, J.D., LLM

As part of the John G. Ullman & Associates advisory team, I’ve had the privilege of working with clients since February 2014. I’ve recently concentrated my focus on an under-served group of people: women! Women make up over 50% of the US population and are one of the fastest growing groups of investors, but the financial industry is just starting to take this changing environment into account. Women have unique financial and lifestyle challenges throughout their education, careers, and retirement that I help map out, tackle, and ultimately, together we aim for a thriving and fulfilling life.
Subscribe to Kelly’s Future Posts:

Read our Privacy Policy.

One Financial New Year’s Resolution: And How to Keep it!

By |2019-07-09T12:36:22+00:00January 23rd, 2019|The Blog @JGUA, Womansplaining|

Welcome to “Womansplaining: A Financial Wellness Blog for Women, by Women”. Womansplaining is the brain-child of JGUA Advisor Kelly Lewis. Kelly is a Certified Financial Planner (CFP®) with an impressive legal background, having practiced as a licensed attorney in the Washington DC area before beginning her career in finance with JGUA in 2014. Kelly will [...]

Step 1: Learning to Save

By |2019-07-08T13:45:51+00:00January 23rd, 2019|The Blog @JGUA, Womansplaining|

Life just gets in the way! That is a phrase I often hear as an excuse for not getting something done. In fact, those words are a frequent player in my own personal bank of excuses! The same is true when it comes to personal financial decisions. There's always going to be something or someone [...]