Experience

Maller Wealth Advisors, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Associate Director / 401K Specialist

  • Aug 2023 - 5 months

  Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’… Show more Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’ personal objectives, needs, and aspirations. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com. Zellie Wothers is a registered representative and supports registered associates of Maller Wealth Advisors who are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Maller Wealth Advisors Inc. is not an affiliate of Lincoln Financial Advisors Corp.

• Senior Planning Analyst

  • Jan 2022 - 2 years

  Hunt Valley, Maryland, United States Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’… Show more Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’ personal objectives, needs, and aspirations. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com. Zellie Wothers is a registered representative and supports registered associates of Maller Wealth Advisors who are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Maller WealthAdvisors Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-4906580-081722

• Planning Analyst

  • Aug 2020 - Jan 2022

  Hunt Valley, Maryland, United States Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’… Show more Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’ personal objectives, needs, and aspirations. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com. Zellie Wothers supports registered associates of Maller Wealth Advisors who are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Maller Wealth Advisors Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-3907379-110921

• Associate Client Relationship Manager

  • Sep 2019 - Aug 2020

  Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’… Show more Maller Wealth Advisors is a preeminent investment management and financial planning firm that offers unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, our firm helps individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. To do so, we employ a time-tested approach to identify appropriate opportunities that are specifically tailored to our clients’ personal objectives, needs, and aspirations. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com. Zellie Wothers supports registered associates of Maller Wealth Advisors who are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Maller Wealth Advisors Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-3011518-032520



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Specialized Asset Services Analyst

  • Jun 2018 - Aug 2019



Bridgewater College

• United States
• Higher Education
• 200 - 300 Employee

• Mathematics Tutor

  • Mar 2015 - Dec 2017

• Academic Coach

  • Aug 2015 - Dec 2016



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• United States
• Insurance
• 100 - 200 Employee

• Intern

  • May 2017 - Aug 2017

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WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Summer Intern

  • May 2016 - Jul 2016

  Arlington, VA



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Intern

  • May 2015 - Aug 2015

  Arlington, Virginia