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.
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
Baltimore Estate Planning Council