My mother realized I had a knack for financial planning when I was in kindergarten. I managed to save enough money to buy myself a bicycle and insisted on taking it to show and tell. I wanted to spread the word that if my classmates saved their money like I did, they too could buy their very own bicycle one day. 

 As someone who was always good with numbers, I pursued an accounting degree at Bucknell University. After graduating, I worked as a corporate accountant for several years and passed my CPA exam. My employer offered a tuition reimbursement program and, never one to leave free money on the table, I enrolled in an MBA program at George Washington University. I took part-time classes and eventually earned an MBA in Finance and Investments.

 Toward the end of my MBA program, I realized that I had more of a passion for financial planning than accounting. Instead of simply reporting on what had already happened, I could make things happen. After extended research and consideration, I decided to join New York Life because of the company’s financial strength, stability and wide range of financial products and solutions. I continued to increase my knowledge and services by earning Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations.

I have been a financial planner for over 30 years. Although my practice has grown, I remain committed to providing excellent customer service to each of my clients. I have worked with a wide range of clients including individuals, families, and businesses. I enjoy the challenge of putting all the numbers together to form a plan and seeing my clients reach their goals.

 

Do you have more financial responsibilities than resources? That's not uncommon these days—not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college, and care for aging relatives. That's where it helps to have a financial professional by your side—someone who can evaluate your needs, assess your priorities, and recommend solutions that help address your financial goals and objectives.

Deborah L. Lewis, CFP, ChFC, MBA, CPA

Financial Advisor

My Core Values

Professional Excellence – My dedication to financial planning, along with my certifications as a CFP® and ChFC®, demonstrate my commitment to excellence in my field. As a Lifetime Council Member with New York Life and a member of the Million Dollar Round Table (MDRT), I continually strive for professional growth and to provide the highest level of service to my clients.

Service and Integrity – I am deeply involved in various professional organizations such as NAIFA and Planning for Senior Life (PSL). My focus on customer service and comprehensive financial planning is a reflection of my core value of delivering high-quality service with integrity.

Community and Leadership – Serving as Treasurer for my church and being selected to New York Life’s Agents Advisory Council (AAC) are ways I give back to my community. I am also passionate about taking on leadership roles that positively impact both my profession and those around me.

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  • Debbie joined New York Life following a career in corporate accounting

  • MBA in Finance and Investments

  • Licensed Agent for New York Life Insurance Company since 1993

  • Registered Representative, NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency

  • Certified Financial Planner (CFP®) designation

  • Chartered Financial Consultant (ChFC®) designation

  • Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser

  • Lifetime Council Member with New York Life (2024)

  • Life member of the Million Dollar Round Table (MDRT)*

  • Member, National Association of Insurance and Financial Advisors (NAIFA)

  • Member, Planning for Senior Life (PSL) Treasurer 2025

  • New York Life’s Agents Advisory Council (AAC) in 2015

  • Treasurer for church

  • Focused on excellent customer service and overall financial planning

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

**Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.

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