Kellie Lewelling, CPA, MS, AAMS®

Kellie joined Owens Estate and Wealth Strategies Group in 2018 as a Branch Associate. She previously worked for PricewaterhouseCoopers, LLP in San Francisco and was part of the “Industry Tax Practice” (ITP) group which specialized in Corporate taxation for both domestic and international companies ranging from small startups to multi-billion-dollar companies.

As a licensed CPA, Kellie assists clients with tax planning and sits on the Investment Committee. She graduated from California Polytechnic State University, San Luis Obispo with a Bachelor of Business Administration with a concentration in Accounting and a Master of Science degree in Accounting with a specialization in Taxation. Kellie has obtained her SIE and Series 7 and 66 licenses, holds the Accredited Asset Management Specialist designation and plans to obtain the CERTIFIED FINANCIAL PLANNER™ professional designation.

Kellie and her boyfriend, Jonny, met in San Luis Obispo while she was obtaining her undergraduate degree. After graduation they moved to San Francisco where they lived for nearly two years. After experiencing city living, they chose to move back to the area and Kellie says, “I’m absolutely in love with Grass Valley’s small-town charm and atmosphere and I love all the beautiful trees and nature that surround this area.” In her spare time, Kellie loves to be outdoors kayaking, hiking, barbecuing in the backyard, or driving the backroads and spending time with family and friends.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.