Wendy Ellis is a Financial Advisor with Wescott and is responsible for the preparation and ongoing management of clients’ financial plans and investment portfolio reviews, recommendations and implementation, in addition to supporting the senior financial advisory team with complex planning issues. Her expertise lies in cash flow, risk management, investments, retirement planning and estate planning.
She serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
A Certified Financial Planner™ (CFP®), her professional experience includes financial planning, investment advisory, client relationship management and business development. Prior to joining Wescott, Wendy began her career with a financial advisory firm where she rose through the ranks from an associate to a financial advisor.
She earned both her bachelor’s degree in economics and international studies and Masters in Business Administration from La Salle University.
Wendy resides in Philadelphia, Pennsylvania, with her husband, Sean.