Ellen is a retired Senior Vice President, Financial Advisor, with over 30 years of experience managing assets for individuals. Before her retirement in December 2015, she managed approximately $350 million in client assets. Ellen received a B.A. with honors from Tufts University. She completed graduate programs in Estate Planning and Financial Planning, and was granted the designation of Wealth Advisor by her Firm. Ellen was a member of the Barron’s Winner Circle, Top Women Financial Advisors in the U. S., from 2010-2013.