Ellen Brasee

Background

About Ellen Brasee

Ms. Brasee has worn multiple hats in the financial services industry:* Simultaneously managed personal production goals while coaching advisors;* Over fifteen years of client-facing needs-assessment;* CFP®-with financial planning experience delivering strategies to high net worth and ultra-high net worth families, and to Mass Affluent clients;* Complex estate planning and gifting strategies,* Business exit and company retirement plans;* Asset allocation and portfolio management. Securities and Investment Advisory Services offered through Waddell & Reed, Inc, a Broker/Dealer, Member FINRA and SIPC and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements. This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed. Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies. For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit for additional information on Waddell & Reed’s social media policies.