About Ellen

Ellen Spathis is a client services associate with Marcum Wealth. With over 18 years of experience in the financial services industry, she is dedicated to providing support to the team and implementing an overall positive client experience.

Ms. Spathis’ primary focus is on client relationships, assisting with account inquiries, account opening and maintenance, and effective communication to provide relevant information in a timely manner.

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Marcum Wealth, a SEC Registered Investment Advisor. Marcum Wealth and Marcum Insurance Services are separate from Valmark Securities, Inc.

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Subject Matter Expertise

Client Service/Experience
Client Reporting
Private Financial Plans
Implementing Processes
Retirement Planning
Investment Management
Asset Allocation

Practice Focus

High-Net-Worth Individuals & Families
Business Owners

Education and Certifications

MBA, Finance, BBA, International Business
Hofstra University, Frank G. Zarb School of Business