Ellen Nusgart

Director and Private Wealth Advisor

Multiple Achiever Awards
Excellence in Action Awards - Peer recognition
MVP Award - Leadership

As Director and Private Wealth Advisor, Ellen focuses on strategic financial planning and investment solutions customized for each client’s risk tolerance, long-term goals, and aspirations for future generations.

Education is at the center of Ellen’s client relationships. She understands the importance of walking each client through a complete understanding of their financial landscape across all investments.

Ellen has more than two decades of experience as a financial advisor and planner. Prior to joining Verdence, she was a Financial Consultant with Fidelity Investment. She is a proven leader in our industry and has been a recipient of MVP Leadership and multi-year Achiever award.

Ellen is an outspoken advocate for empowering women to take an active role in understanding their finances. To further these efforts, she created the “Women and Investing Forum,” which gives women the opportunity to prioritize their finances amidst life’s other priorities and educates them about complex financial decisions.

Get to know Ellen!

If I were not a financial advisor, I would be:

“Back up vocalist for James Taylor”

If I could invite anyone, living or dead, for dinner, I would invite:

“Eleanor Roosevelt, Maya Angelou, and Paul McCartney”

Favorite vacation spot:

“Santorini and Vail, Colorado”

3 words that describe Ellen:

“Loyal, Focused, and Creative”