Client Service Assistant
Ellie started her career with Axial in 2020 at our Hyannis office, supporting Bill Scotti and Tracey Brennan-Reale. Following her maternity leave in 2021 (after welcoming her beautiful daughter, Summer Anne), Ellie worked for Kevin O’Sullivan and Marcus Papajohn in our Marina Bay-Quincy office, before taking the next year or so to focus on her family at home.
Ellie graduated from James Madison University in 2013, majoring in Communication Studies and minoring in HR. She obtained her paralegal license in 2014. Ellie brings to Axial her valuable skills and experience in the areas of legal analysis, payroll, and administrative assistance.
Ellie lives in Stoneham, MA with her daughter and partner Steve, and re-joined the Axial team in November 2023. Having worked in our Marina Bay and Hyannis offices, Ellie is well equipped to support our financial advisors Dan Sparta and Rich LeBranti, this time around in Burlington.
Ellie’s role focuses on opening new accounts, such as retirement accounts and annuity policies, tracking fund transfers, scheduling client meetings, and being the point person for all client relations.
In her spare time, Ellie enjoys walking Wakefield Lake with her daughter, listening to podcasts, visiting her parents on the Cape, participating in “mom-groups”, and taking on projects around the house.
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