If you are like many of our successful clients, you are finding life increasingly more complicated. Success seems to bring with it more financial decisions and issues, and requires more of your time. It is easy to lose sight of your goals when you are overwhelmed with piles of paper and details.
Professional Services
•Family Legacy Strategies
•Business Succession Strategies
•Estate Conservation Strategies
•Personal Financial Analysis
•Retirement Funding Strategies
•Wealth Accumulation Strategies
•Wealth Distribution / Tax Strategies
• Life Insurance, Disability Income Insurance, and Long-Term Care Insurance Strategies
•College Education Funding Strategies
•Executive Compensation Plans
•Charitable Giving Strategies
Educational Background
•BSM, Cum Laude, Finance & Spanish, Tulane University, New Orleans, Louisiana
•Universidad de Sevilla, Seville, Spain
•The American College, Bryn Mawr, Pennsylvania
•Series 7, 66 Securities Registration
Professional Background
• McNew Pelican Hedge Fund, EUR/USD Foreign Exchange Currency Trader, New Orleans, LA
• Management Development Program, MBNA America, Wilmington, DE
• Vice President, Marketing Strategies, Bank of America, Wilmington, DE
• Registered Representative, MML Investor Services, LLC.
Personal Background
Ellen grew up sailing and spending time on the water & has earned her Captain's
License. She is interested in gourmet cooking & dining, enjoys wine tasting and
spending time in the Florida Keys. Ellen lives in Chadds Ford, PA with her 12 lb.
rescue dog "Nola" who is in charge of providing a friendly welcome to clients who
visit the office.
CRN202507-2710653