Wendy Ellis, Mba, Cfp®
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Wendy Ellis, Mba, Cfp® Email & Phone Number

Financial Advisor at Wescott Financial Advisory Group, LLC at Wescott Financial Advisory Group, LLC
Location: Philadelphia, Pennsylvania, United States 3 work roles 3 schools
1 work email found @fultonfinancialadvisors.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email w****@fultonfinancialadvisors.com
LinkedIn Profile matched
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Current company
Wescott Financial Advisory Group, LLC
Role
Financial Advisor at Wescott Financial Advisory Group, LLC
Location
Philadelphia, Pennsylvania, United States
Company size
35 employees

Who is Wendy Ellis, Mba, Cfp®? Overview

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Quick answer

Wendy Ellis, Mba, Cfp® is listed as Financial Advisor at Wescott Financial Advisory Group, LLC at Wescott Financial Advisory Group, LLC, a with 35 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at fultonfinancialadvisors.com and a matched LinkedIn profile for Wendy Ellis, Mba, Cfp®.

Wendy Ellis, Mba, Cfp® previously worked as Financial Advisor at Wescott Financial Advisory Group, Llc and VP/Financial Advisor, RJFS at Fulton Financial Advisors. Wendy Ellis, Mba, Cfp® holds Master Of Business Administration (M.B.A.), Finance from La Salle University.

Company email context

Email format at Wescott Financial Advisory Group, LLC

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*@fultonfinancialadvisors.com
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AeroLeads found 1 current-domain work email signal for Wendy Ellis, Mba, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Wendy Ellis, Mba, Cfp®

Helping clients secure financial independence and confidence through a collaborative planning process.

Listed skills include Series 7, Series 66, Life And Health Insurance Licenses, Statistics, and 9 others.

Current workplace

Wendy Ellis, Mba, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Wescott Financial Advisory Group, LLC
Wescott Financial Advisory Group, Llc
Financial Advisor at Wescott Financial Advisory Group, LLC
philadelphia, pennsylvania, united states
Website
wescott.com
Employees
35
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Company profile
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3 roles

Wendy Ellis, Mba, Cfp® work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Wescott Financial Advisory Group, LLC

Other employees you can reach at wescott.com. View company contacts for 35 employees →

RV Rick Volpe Rick Volpe Colleague at Wescott Financial Advisory Group, LlcHarleysville, Pennsylvania, United States View → CC Chris Cortese, Mstfp, Cfp® Chris Cortese, Mstfp, Cfp® Colleague at Wescott Financial Advisory Group, LlcWest Chester, Pennsylvania, United States View → AB Andrea Berger, Cfp® Andrea Berger, Cfp® Colleague at Wescott Financial Advisory Group, LlcGreater Philadelphia, United States View → PS Philip Simone, Cfp® Philip Simone, Cfp® Colleague at Wescott Financial Advisory Group, LlcGreater Philadelphia, United States View → AB Amber B. Amber B. Colleague at Wescott Financial Advisory Group, LlcPhiladelphia, Pennsylvania, United States View → SA Syed Ahmed Syed Ahmed Colleague at Wescott Financial Advisory Group, LlcLincoln, Nebraska, United States View → KM Karen Mcintyre, Cfp Karen Mcintyre, Cfp Colleague at Wescott Financial Advisory Group, LlcPhiladelphia, Pennsylvania, United States View → JC Jordan Chadwick Jordan Chadwick Colleague at Wescott Financial Advisory Group, LlcEngland, United Kingdom View → MM Mark Mccarron, Cfa Mark Mccarron, Cfa Colleague at Wescott Financial Advisory Group, LlcPhiladelphia, Pennsylvania, United States View → PH Pete Henson, Cfp® Pete Henson, Cfp® Colleague at Wescott Financial Advisory Group, LlcPhiladelphia, Pennsylvania, United States View →
3 education records

Wendy Ellis, Mba, Cfp® education

Master Of Business Administration (M.B.A.), Finance

La Salle University

Activities and Societies: Beta Gamma Sigma Cross Country and Track Teams Classes of Special Interest: Corporate Finance, Portfolio.

Bachelor Of Arts (B.A.), Economics And International Studies

La Salle University

Activities and Societies: La Salle University Honors Program Alpha Epsilon, Member of La Salle University Honor Society, Omicron Delta.

High School Diploma

Dover Area High School
FAQ

Frequently asked questions about Wendy Ellis, Mba, Cfp®

Quick answers generated from the profile data available on this page.

What company does Wendy Ellis, Mba, Cfp® work for?

Wendy Ellis, Mba, Cfp® works for Wescott Financial Advisory Group, LLC.

What is Wendy Ellis, Mba, Cfp®'s role at Wescott Financial Advisory Group, LLC?

Wendy Ellis, Mba, Cfp® is listed as Financial Advisor at Wescott Financial Advisory Group, LLC at Wescott Financial Advisory Group, LLC.

What is Wendy Ellis, Mba, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fultonfinancialadvisors.com for Wendy Ellis, Mba, Cfp® at Wescott Financial Advisory Group, LLC.

Where is Wendy Ellis, Mba, Cfp® based?

Wendy Ellis, Mba, Cfp® is based in Philadelphia, Pennsylvania, United States while working with Wescott Financial Advisory Group, LLC.

What companies has Wendy Ellis, Mba, Cfp® worked for?

Wendy Ellis, Mba, Cfp® has worked for Wescott Financial Advisory Group, Llc, Fulton Financial Advisors, and Fulton Financial Corporation.

Who are Wendy Ellis, Mba, Cfp®'s colleagues at Wescott Financial Advisory Group, LLC?

Wendy Ellis, Mba, Cfp®'s colleagues at Wescott Financial Advisory Group, LLC include Rick Volpe, Chris Cortese, Mstfp, Cfp®, Andrea Berger, Cfp®, Philip Simone, Cfp®, and Amber B..

How can I contact Wendy Ellis, Mba, Cfp®?

You can use AeroLeads to view verified contact signals for Wendy Ellis, Mba, Cfp® at Wescott Financial Advisory Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Wendy Ellis, Mba, Cfp® attend?

Wendy Ellis, Mba, Cfp® holds Master Of Business Administration (M.B.A.), Finance from La Salle University.

What skills is Wendy Ellis, Mba, Cfp® known for?

Wendy Ellis, Mba, Cfp® is listed with skills including Series 7, Series 66, Life And Health Insurance Licenses, Statistics, Analysis, Sas Programming, Corporate Finance, and Data Analysis.

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