4350 Congress Street #300
Charlotte, NC 28209
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Among numerous industry accolades, Ellen has received the National Quality Award from the National Association of Insurance and Financial Advisors for numerous years. This is due in part to Ellen’s unwavering commitment to excellence in customer service. As a trusted advisor she listens to her clients needs and carefully prepares a plan that helps meet those needs.
As a native New Yorker who has moved South, Ellen knows how to adapt to a new environment. She has vast experience helping people with a new job, or just new to the South, adapt their financial lives. Her thorough planning and ability to look down the financial road for clients ensures that no financial issue goes overlooked. Creativity and knowledge of the products and tools available make her an excellent partner in finance.
Ellen is an active member of NAIFA, and she holds several leadership positions as part of the Charlotte professional and charitable community. She serves as the Harris YMCA Board President, on the advisory board of the University of North Carolina Charlotte Graduate School, on the school leadership team at South Mecklenburg High School, and as a past president of NAWBO (National Association of Women Business Owners).
Ellen is a proud alumnus of Cornell University. She has lived in Charlotte for over 20 years with her husband and two beautiful daughters.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Special Care
- Retirement Income Planning
- Charitable Giving
- Estate Planning
- Business Succession Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Ellen’s Licenses and Disclosures