Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Senior Associate
Cincinnati
Client Advisory
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.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Principal
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.