FINANCE LEADERS | Retirement Insights

Lindsey Lewis | Episode #23

Episode Notes

Today's Guest | Lindsey Lewis

LinkedIn: www.linkedin.com/in/lindseycarolyn

Lindsey Lewis has built a career around women and money. As a Chartered Financial Consultant® (ChFC®) and CFP® Professional, she empowers women to take control of their financial futures. In her role as Managing Director and Chair of the American College Center for Women in Financial Services, she champions diversity within the financial services industry. 

 

In 2024, Lewis was honored with the Female Trailblazer of the Year award by InvestmentNews, recognizing her significant contributions to financial education and her efforts to change the demographics of client-facing advisors in finance. Additionally, she was named one of Aspioneer's Inspiring Leaders in Finance for 2024, underscoring her leadership and influence in the sector. 

 

Lewis led the Women Working in Wealth® initiative, which included a community, podcast, and exclusive events aimed at supporting and advancing women in the financial sector. Her dedication has previously earned her a place on InvestmentNews's 2021 40 Under 40 list and the Excell Represents Rising Star Woman in Wealth Management award. 

 

Beyond her professional endeavors, Lewis volunteers with $AVVY Ladies, a pro-bono financial planning nonprofit organization. She holds dual degrees in Personal Financial Planning and an MBA from Utah Valley University. Outside of her professional commitments, she enjoys practicing yoga, staying active through regular workouts, and cherishing time with her family as a mother of two. 

 

Lindsey Lewis has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® Professional, but she also stands as a champion for diverse women in the financial services industry in her role as Managing Director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services. At the forefront of industry transformation, she co-chairs The College’s Next Gen Advisory Taskforce, attracting new talent and fostering inclusivity.

 

Lewis leads the Women Working in Wealth® social media channels, podcasts, and exclusive events. Because of her efforts, Lewis has been honored with the 2023 Investment News Hot List and 2021’s Investment News 40 Under 40 list. Lewis was also recognized as the recipient of Excell Represents Rising Star Woman in Wealth Management. She also volunteers with $AVVY Ladies, which is a pro-bono financial planning nonprofit, and holds two degrees from Utah Valley University: Personal Financial Planning and MBA.  

 

In her free time, she enjoys practicing yoga, working out, and spending time with her family as a mom of two kids.