Cynthia Marsteller, Partner and Co-founder, and Ellen Marsteller, Managing Director of Marsteller Wealth & Partners, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss serving women and younger investors.
Marsteller Wealth & Partners launched a new firm where the client is the focus. The team has deep experience at Wells Fargo Advisors. As a hybrid RIA and a broker-dealer, the firm offers holistic wealth management and financial planning services.
Before joining the firm, Ellen Marsteller worked in a variety of roles in alternative investments, private wealth, and global markets. As she saw the growth opportunities in democratizing alternative investments for private wealth, she knew it was the right time to join the newly launched firm. Ellen brings skills in financial planning and alternative investments to the firm and seeks to work with next-generation emerging wealth clients in their peak earning years.
With her legal background, Cynthia has a passion for her clients to create estate plans with their attorneys. While serving four generations of clients, Cynthia has seen a wide variety of situations and can anticipate the financial needs of her clients before they have thought of those issues.
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