May the good things in life be yours in abundance!
Joined Equitable in 1990 (Equitable Advisors has updated the overall brand for our family of companies to Equitable Advisors effective January 14, 2020). Business Focus is "At Retirement Planning", Estate Planning and Asset Allocation Strategies. Licensed Insurance Agent, Registered Representative, Certified Financial PlannerTM Professional, Chartered Life Underwriter, Chartered Financial Consultant.
Ellen is a memeber of the elite producer group Diligence Financial Group, LLC.
Ellen has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.
In addition to Retirement Planning, Ellen has a proficiency in financial and estate planning strategies for same-sex couples.
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
