Client Advisory

Biography

Ellie is a Senior Associate in the Cincinnati office. She is responsible for assisting with day-to-day client needs as well as providing financial planning and support to a team of advisors. Ellie also assists the teams serving some of the firm’s corporate relationships.

Prior to joining Cerity Partners, Ellie served as a Financial Advisor at ARGI Financial Group. Before ARGI, she worked for a local financial planning firm providing support to the wealth management team on a variety of financial planning tasks as well as engaged in client and prospect outreach.

Education

  • B.S. in Business Administration: Financial Planning from Liberty University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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