Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
26yrs
Based in Wellesley, Massachusetts, Ellen McCormack is a fiduciary financial advisor with 26 years of industry experience. Ellen has been with Wells Fargo Advisors since 2019; before that, Ellen spent less than a year at Morgan Stanley DW. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office60 William St Suite 210, Wellesley, MA 02481
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Jan 2019 – May 2019Wells Fargo Clearing Services, LLCPreviously
- Nov 2004 – Jan 2005Morgan Stanley DW Inc.Previously
Contact Ellen
60 William St Suite 210Wellesley, MA 02481Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask Ellen
Tailored to Ellen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ellen
How do I contact Ellen?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Ellen McCormack. Ellen works from the Wellesley, MA office.
How long has Ellen been a financial advisor?
Ellen has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.
What licenses does Ellen hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Ellen a fiduciary?
Ellen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ellen paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ellen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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