Zellie’s role as an Associate Director and 401K Specialist at Maller Wealth Advisors involves supporting the partners by working with clients to understand their financial goals and develop personalized plans to achieve them. She also collaborates with planning analysts to prepare for client meetings and coordinates with the administrative team to implement the financial planning and investment recommendations. She is also a resource for clients and the MWA team regarding 401(k)s and other types of retirement plans.
Prior to joining MWA, Zellie worked for Wells Fargo in Columbia, MD, where she served as a Specialized Asset Services Analyst in corporate trust services. Zellie earned a Bachelor of Arts in Economics, with minors in Mathematics and Business Administration from Bridgewater College. Zellie is a CERTIFIED FINANCIAL PLANNER™ Professional (The College of Financial Planning). She holds her Series 7 and 66 securities registrations, and is also Life and Health insurance licensed.
Education and Certifications Bachelor of Arts in Economics, with minors in Mathematics and Business Administration from Bridgewater College
Chartered Retirement Plan SpecialistRM
Series 7 and 66 Securities registered Life and Health Insurance licensed
CERTIFIED FINANCIAL PLANNER™ Professional
Current Memberships Baltimore Estate Planning Council
On a personal note:
Outside of work, Zellie enjoys traveling, snowboarding, and riding and competing her horse Fu. She also coaches middle and high school Interscholastic Equestrian Association teams..
Prior to joining MWA, Zellie worked for Wells Fargo in Columbia, MD, where she served as a Specialized Asset Services Analyst in corporate trust services. Zellie earned a Bachelor of Arts in Economics, with minors in Mathematics and Business Administration from Bridgewater College. Zellie is a CERTIFIED FINANCIAL PLANNER™ Professional (The College of Financial Planning). She holds her Series 7 and 66 securities registrations, and is also Life and Health insurance licensed.
Education and Certifications Bachelor of Arts in Economics, with minors in Mathematics and Business Administration from Bridgewater College
Chartered Retirement Plan SpecialistRM
Series 7 and 66 Securities registered Life and Health Insurance licensed
CERTIFIED FINANCIAL PLANNER™ Professional
Current Memberships Baltimore Estate Planning Council
On a personal note:
Outside of work, Zellie enjoys traveling, snowboarding, and riding and competing her horse Fu. She also coaches middle and high school Interscholastic Equestrian Association teams..
