Client Service Associate
Ellen joined the firm in January 2017. Ellen is our "director of first impressions." She greets all clients and guests as they arrive at or call into our office, and she works closely with all of our staff in servicing client needs and the needs of our office, including event planning and administration. Prior to joining Waterford, Ellen worked with KeyBank (First Niagara) as a Senior Teller. Ellen earned her Bachelor of Science Degree in Communications from the State University of New York at Fredonia. She enjoys spending time with her daughter, Elise and her cat, Phoebe.
Ellen's professional designations and memberships include:
- Financial Paraplanner Qualified Professional (FPQP®)
Contact Ellen at email@example.com or 716-580-3906, ext. 103.
Connect with Ellen on LinkedIn