Financial Advisor – Charlemont, MA
Year joined Wellington Shields: 2019
Ellen’s proactive approach includes her mission 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 attention to detail, and strategies customized to each individual.
Previous Experience/Career Highlights:
- Prior to joining the firm, Ellen worked in as a civilian employee of the Massachusetts State Police for 24 years. Specializing in telecommunications, logistics, computer security, and customer service. 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 in a variety of roles locally, including Elementary School PTO President, Local Education Council, Cub Scout Leader, Little League Coach, and Volunteer Firefighter EMT. She also enjoys reading, gardening, hiking, and theater.