Elyse Wels Email & Phone Number

My passion as a financial advisor with Oppenheimer stems from my desire to positively impact clients' lives for the better by helping reduce the stress of financial management. This allows clients to have comfort, clarity and focus on what really matters to them and lead the life they have always dreamed of. I focus on communication, trust, and understanding as the key driving principles clients enjoy as I seek to deliver a high level of service and personalized financial plans. I approach every interaction and decision with my client's best interest in mind, listening to what they have to say, educating them on their options, considering the larger picture and aiming for their financial security and prosperity. Along the way, I will strive to leverage my experience to continually adjust the planning process to an ever-evolving market dynamic and life's circumstances. Transparency and simplifying the complex while providing education around multiple investment disciplines is a benefit you will receive by working with me. My goal is to be always learning and bringing fresh ideas to the table to help clients reach their goals and pass on legacy to their heirs. I welcome the opportunity to speak further and see if working together makes sense.I am licensed in the following States: All States. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.NMLS#: 1282654CA Insurance #: 4006340