Financial Advisor – Charlemont, MA
Year joined Wellington Shields: 2019
Ellen’s mission is to provide clients with comprehensive, professional, and financial solutions so that they can realize their financial goals and lifelong dreams. She believes that each client is unique, and strives to develop strong multi-generational relationships. With signature integrity and a personal touch, Ellen’s method of financial planning is a dynamic process with strategies customized to each individual.
Previous Experience/Career Highlights:
- Prior to joining the firm, Ellen worked in the Communications field, with a particular emphasis on customer service, telecommunications, and computer security. She and her husband, Scott, have created and helmed several business ventures, including a successful real estate development firm and Chickley Alp Farm, a 525-acre tree farm in Western Massachusetts, dedicated to active land and forestry management and the belief that responsible stewardship ensures healthy land for future generations.
Education and Certifications:
- University of Massachusetts, Amherst, BA – Business Operations and Emergency Planning
- University of Massachusetts, Isenberg School of Management – Currently enrolled in the online MBA Program
- FINRA Licenses: Series 7 & 63
Other Interests and/or affiliations:
Married for 35 years-and-counting, Ellen and her husband (and colleague), Scott are civic-minded contributors to their community. Ellen has served as an Elementary School PTO President, Cub Scout Leader, Little League Coach, Volunteer Firefighter, and EMT, and Pre-Hospital Care Review Committee Member. She also enjoys reading, quilting, gardening, hiking, and theater.