As an Associate Client Relationship Manager, 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.
Zellie actively competes in equestrian competitions.
Education and Certifications
Bachelor of Arts in Economics, with minors in Mathematics and Business Administration from Bridgewater College
Series 7 and 66 Securities Registered
Baltimore Estate Planning Council