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Zellie Wothers, CRPS®, CFP®

Zellie Wothers, CRPS®, CFP®

Associate Director / 401k Specialist

As an Associate Director and 401K Specialist, Zellie is responsible for preparing account reviews and other reports for client review meetings.


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. Zellie earned a Bachelor of Arts in Economics, with minors in Mathematics and Business Administration from Bridgewater College. Zellie is a CERTIFIED FINANCIAL PLANNER™ Professional (The College of Financial Planning). She holds her Series 7 and 66 securities registrations, and is also Life and Health insurance licensed. She is a Registered Representative of Lincoln Financial Advisors.

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

CERTIFIED FINANCIAL PLANNER™ Professional

Current Memberships
Baltimore Estate Planning Council