Wendy Hutchinson Ellis
Financial Advisor @Wescott Financial Advisory Group, Llc
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WORK HISTORY
Financial Advisor @Wescott Financial Advisory Group, Llc
Philadelphia, PA, US
EDUCATION
Dover Area High School
High School Diploma
NYU School of Professional Studies
Certificate in Financial Planning
La Salle University
Master of Business Administration (M.B.A.), Finance
La Salle University
Bachelor of Arts (B.A.), Economics and International Studies
ABOUT WENDY HUTCHINSON ELLIS
The most meaningful financial plans go beyond dollars and returns, allowing client’s money to meet their values. With this philosophy in mind, I help clients identify and craft their goals to build a financial plan that expresses their values in their lifetime and through their legacy.With over ten years of advising clients, I begin planning with thoughtful questions and conversations centered on understanding client’s values and emotions around money. These insights help to develop plans and guide decision making that balances their multiple priorities and goals.I\'ve brought value to clients: navigating the transition from saving to spending as they reach retirement; evaluating estate and giving plans for single and childless clients as they explore how to leave their legacy; and helping parents determine unique ways to provide support or gifting to children in their lifetime.
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