Maller Wealth Advisors Names Zellie Wothers Associate Client Relationship Manager

10/21/19

Zellie Wothers

Maller Wealth Advisors, a full-service financial planning and investment management company, named Zellie Wothers associate client relationship manager. Wothers works closely with the firm’s directors of planning and client services and prepares account reviews and other reports for client meetings.

Prior to joining Maller Wealth Advisors, Wothers was a specialized asset services analyst for Wells Fargo, where she helped administer Wells Fargo Corporate Trust Services accounts and maintain relationships with clients and other parties. Previously, Wothers held internships with Harford Mutual Insurance Co., Willis Towers Watson and Towers Watson.

Wothers belongs to the Baltimore Estate Planning Council. She holds a bachelor’s degree in economics with minors in mathematics and business administration from Bridgewater College. She lives in Sykesville.

Maller Wealth Advisors, headquartered in Hunt Valley, Maryland, is a preeminent national investment management and financial planning firm that offers high-income and ultra-high-net-worth individuals and business owners unbiased advice, services and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, MWA helps individuals, families and business owners grow, preserve, protect and transfer their financial legacy. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com.

Peter Maller is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Maller Wealth Advisors is not an affiliate of Lincoln Financial Advisors Corp. CRN-2753013-100119

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