Lindsey Lewis, MBA, ChFC®, CFP®

Lindsey Lewis, MBA, ChFC®, CFP®

Charlotte, North Carolina, United States
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About

I help modernize the financial services industry by attracting & retaining quality talent…

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Activity

Experience

Education

  • Utah Valley University Graphic

    Utah Valley University

    Activities and Societies: Women of the Woodbury School of Business

  • Activities and Societies: FPA Student Chapter, Student-Athlete, and Western Athletic Conference (WAC) Student Athletic Advisory Committee Vice President

  • Activities and Societies: French Club

  • - Present

Licenses & Certifications

Volunteer Experience

  • The American College of Financial Services Graphic

    Next Gen Advisory Task Force Co-Chair

    The American College of Financial Services

    - Present 2 years 5 months

    Education

    The NextGen Advisory Task Force’s mission is to attract more next-gen professionals to the industry through boots-on-the-ground outreach, career path transparency, and research around next-gen professionals; bring them alongside the College to learn from the best; and continue to cultivate environments that retain talent.

    Activities include:
    • Development of NextGen in 10 Podcast
    • Job shadowing
    • Mentorship opportunities
    • Networking and community growth

  • Advisor Launch Lab Graphic

    Consultant

    Advisor Launch Lab

    - Present 1 year 6 months

    Education

    Advisor Launch Lab is your partner to find, train, and help you retain your next generation of advisors so that you can focus on what you do best—working with clients—leave the rest to us!

    Powered by Catalyst - a community of advisors advocates catalyzing change for financial service professionals.

    What do we do:
    * Hire next-gen talent
    * Create custom training plans and role designs for your advisors
    * Facilitate coaching and training with your next-gen to get them up…

    Advisor Launch Lab is your partner to find, train, and help you retain your next generation of advisors so that you can focus on what you do best—working with clients—leave the rest to us!

    Powered by Catalyst - a community of advisors advocates catalyzing change for financial service professionals.

    What do we do:
    * Hire next-gen talent
    * Create custom training plans and role designs for your advisors
    * Facilitate coaching and training with your next-gen to get them up to speed quicker!

  • Utah Valley University Graphic

    Personal Financial Planning Advisory Board President

    Utah Valley University

    - Present 3 years 5 months

    Education

    The PFP Alumni Board was established to facilitate professional development for
    Students, create opportunities for Alumni networking and to serve as a conduit between
    the alumni and the university for student-focused decisions and curriculum
    recommendations.

    Established the Board. Coordinate the relationships between alumni, students and faculty in the Personal Financial Planning Program.

  • Utah Valley University Graphic

    Personal Financial Planning Program Alumni Mentor

    Utah Valley University

    - Present 6 years 4 months

    Education

    The Alumni facilitator of the Women of the Woodbury Polished Mini-Conference. Learn from and be inspired by women like you.
    Serve as a mentor to women in the Woodbury School of business primarily in the PFP program.

  • Utah Valley University Graphic

    Student Athletic Advisory Committee: Vice President for the Western Athletic Conference

    Utah Valley University

    - 1 year 9 months

    Education

    I served as Co Vice President for the W.A.C. in the 2013-2014 academic year. In this role I assisted student athletes to succeed academically and also reach out to the community. During my time as Vice President I aided in multiple fundraisers for charity. We raised over $3000 in one night for toys for tots in a Student-Athlete Talent Show. With my UVU SAAC team we helped host a fundraiser for a student athlete with cancer and gave her the proceeds of the event. This opportunity helped define…

    I served as Co Vice President for the W.A.C. in the 2013-2014 academic year. In this role I assisted student athletes to succeed academically and also reach out to the community. During my time as Vice President I aided in multiple fundraisers for charity. We raised over $3000 in one night for toys for tots in a Student-Athlete Talent Show. With my UVU SAAC team we helped host a fundraiser for a student athlete with cancer and gave her the proceeds of the event. This opportunity helped define my role as a leader.

  • VOLUNTEER INCOME TAX ASSISTANCE - VITA - FOUNDATION INC Graphic

    VITA- Tax Preparer

    VOLUNTEER INCOME TAX ASSISTANCE - VITA - FOUNDATION INC

    - 4 months

    Passed certification exams.
    Allocated 25 hours outside of class to offer a free service to the low income families.

  • Inter Faith Co Chair

    Latter Day Saints Student Association

    - 4 months

    Hosted 2 Dialogue sessions with groups from other faiths.
    Worked with the organization to host events such as dances for the student.
    Assisted in hosting a an Arch Bishop from the Catholic church.

Publications

  • Building And Leading Gender-Diverse Teams

    FA Mag

    As we celebrate Women's History Month, financial advisors are reminded of the crucial role gender diversity plays in their teams. Such diversity is not just a marker of inclusivity but a catalyst for innovation, productivity and enhanced decision-making.

    See publication

Honors & Awards

  • Inspiring Leaders in Finance, 2024

    Aspionner

    In this landscape, where market conditions can shift in an instant, the need for guidance and insight is more important than ever. This is where financial leaders come in. Effective financial leadership is essential for any business seeking long-term success and stability. It entails developing plans and implementing an organization's overarching goal while ensuring financial success and growth. Aspionner's issue 'Inspiring Leaders in Finance, 2024' highlights the notable financial leaders that…

    In this landscape, where market conditions can shift in an instant, the need for guidance and insight is more important than ever. This is where financial leaders come in. Effective financial leadership is essential for any business seeking long-term success and stability. It entails developing plans and implementing an organization's overarching goal while ensuring financial success and growth. Aspionner's issue 'Inspiring Leaders in Finance, 2024' highlights the notable financial leaders that are the best in their game.

  • UVU Alumni Impact Award

    Utah Valley University

    The UVU Alumni Impact Award is presented to a UVU alum in recognition of perseverance and dedication to a given area. The alum must demonstrate early success, innovation, impact, or leadership to their industry, community, the public, or humanity.

  • InvestmentNews Hot List 2023

    Investment News

    InvestmentNews celebrates 100 top finance professionals who have made a significant impact on our industry. InvestmentNews is proud to honor the top movers and shakers in wealth management in this year’s inaugural Hot List. he winners were nominated by wealth professionals across the country in August and narrowed down to the top 100 based on their contributions that have helped shape the…

    InvestmentNews celebrates 100 top finance professionals who have made a significant impact on our industry. InvestmentNews is proud to honor the top movers and shakers in wealth management in this year’s inaugural Hot List. he winners were nominated by wealth professionals across the country in August and narrowed down to the top 100 based on their contributions that have helped shape the industry.

    https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-us-hot-list-2023

  • 20 under 40 Inspiring Leaders to Watch, 2023

    Aspioneer

    In recognition of their leadership in the field of “20 under 40 Inspiring Leaders to Watch, 2023”.

    Lindsey Lewis is pursuing innovation in order to develop game-changing products and services.
    their efforts are improving customer experience, creating new revenue, and creating competitive advantages in a changing world.

  • Excell Represent Rising Star Award

    Carson Group

    This award recognizes a woman, with five years or fewer in the industry, who is already making a difference in wealth management or to her clients. This emerging leader shows ongoing dedication by contributing to the

  • Utah Valley University Personal Financial Planning Rising Star Alumni | 2022 Recipient

    Utah Valley University

  • Investment News 40 Under 40

    Investment News

    InvestmentNews has recognized me as a 2021 40 Under 40 Honoree. I was chosen from a pool of nearly 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to earn a spot on the final list of 40 talented individuals.

  • Outstanding Student in Finance and Economics

    Woodbury School of Business at Utah Valley University

    A student that showed superior performance to academic excellence.

  • Toys for Tots Commander’s Award

    United States Marine Corps

    An award is given for generating a generous donation to Toys for Tots.

  • Wolverine Excellence Award

    UVU Athletics Marketing

    Academic excellence illustrated by a 4.0 GPA while participating in UVU Athletics.

  • Wolverine Excellence Award

    UVU Athletics Department

    Academic excellence illustrated by a 4.0 GPA while participating in UVU Athletics.

Organizations

  • National Association of Professional Women

    Salt Lake City Chapter

    -

    A national network of female executives, professionals and entrepreneurs who connect, inspire, and empower each other.

  • Females & Finance

    -

  • Financial Planning Association

    -

  • Women of the Woodbury School of Business

    Mentor

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