Gelder Generational Wealth
Jeffrey Gelder Lewis
Wealth Management Advisor|CLU®, ChFC®
Personal
Jeffrey Gelder Lewis is a resident of Centerville, Utah, where he lives with his wife, Brooke, and their children, Isaac, Jonah, Elijah and Josh.
Jeffrey is an avid snowboarder and was a professional snowboard instructor at Park City Mountain Resort for 18 years. www.pcmr.com He also is a TriAthlete and enjoys running, cycling, wakeboarding, skateboarding and golf.
Professional
Specializing in the Medical Market
As a specialist in the medical market, my team and I focus on developing financially sound strategies for physicians, surgeons, and other medical professionals. We are prepared to help you navigate the goals you have for you and your family from Residency to Retirement and beyond.
Associations and Memberships
- Jeffrey Gelder Lewis is a board member of UUBAA the alumni group of the David Eccles School of Business
- Board member of SKI UTAH
Designations
Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Chartered Financial Consultant (ChFC®)
The Chartered Financial Consultant® (ChFC®) program prepares advisors to meet the advanced financial planning needs of individuals, professionals and small business owners. They gain in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.
Awards and Recognition
Jeffrey Gelder Lewis achieved Forum status for 2016, 2017, and 2018 an award achieved by only the top 5% of Northwestern Mutual's financial representatives nationally.
National Association of Insurance and Financial Advisors Quality Award 2013-2015
Award recognizing commitment to excellence in service to clients and industry
Years of Experience
Representing Northwestern Mutual since 1997.
Education
University of Utah - Spanish (Bachelor of Arts)
Forbes Award
In 2023, Jeff and his team were selected as a Forbes Best-In-State Top Financial Security Professional for the state of Utah. This prestigious award recognizes the hard work and dedication Gelder Generational Wealth offers their clients.
Visit Jeff's Forbes profile by clicking on the following link: Jeffrey Lewis (forbes.com)
Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
