As a Planning Analyst, Zellie is responsible for preparing account reviews and other reports for client review meetings. She works closely with the Directors of Planning and Client Services.
Prior to joining MWA, Zellie worked for Wells Fargo in Columbia, MD, where she served as a specialized asset services analyst in corporate trust services.
In 2021, Zellie earned her CRPS® designation.
Other Highlights
Zellie actively competes in equestrian competitions.
Education and Certifications
Bachelor of Arts in Economics, with minors in Mathematics and Business Administration from Bridgewater College
Chartered Retirement Plan SpecialistRM
Series 7 and 66 Securities registered
Life and Health Insurance licensed
Current Memberships
Baltimore Estate Planning Council