Ellie Welsh, CFP®
Financial Advisor
About Ellie
Ellie is responsible for managing client relationships and facilitating new ones, as well as assisting in the preparation for client meetings, running financial reports, and supporting the planning department. Ellie is a CERTIFIED FINANCIAL PLANNER® practitioner. She holds degrees in Mathematics and Finance from Michigan Technological University where she played collegiate basketball. She maintains her Series 7, 6, and 63 through LPL Financial and her Series 65 through Great Valley Advisor Group.
Office Location
710 Commerce Dr, Suite 150, Woodbury, MN 55125
Phone Number
(952)600-2757
