Senior Associate, Client Service
Ellen is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Ellen spent several years working in financial services, holding positions at Raymond James and LBMC Investment Advisors. Ellen graduated from the University of Alabama with a bachelor’s degree in Advertising and a double minor in communication studies and computing tech and applications. A native Tennessean, Ellen spends her time outside of the office exploring the Nashville restaurant scene, listening to live music, traveling, and watching Alabama football. She also enjoys spending time with her golden retriever, Sophie.