About Jane Ellis, Financial Coach

a little about me

I truly feel that every aspect of my life has brought me to where I am now; helping others achieve financial confidence and security.

Becoming a Financial Wellness Coach enables me to draw upon life experiences, both professionally and personally, and use them to help other women find financial stability and peace of mind.

It was a natural progression for me to transition from Licensed Financial Advisor to launching my own practice as a Financial Wellness Coach.

As a Financial Advisor at Vanguard, I had the opportunity to connect with women from all over the United States. Many of the women I spoke with felt unprepared and overwhelmed with the prospect of taking control of their financial future. Some women had spouses that handled the family finances while others were simply too busy with life. Often, it took an unexpected life event or pending retirement that brought the realization that they did not have the knowledge or confidence to manage their own personal finances.

a little about my diverse background

I grew up in a close-knit family on Long Island, New York. Most often our weekends entailed my parents, my two siblings and myself piling in the car for a four plus hour car-trip to visit our grandparents on Maryland’s beautiful eastern shore. Many warm and wonderful childhood memories are of those visits.

In my early 20’s I secured a job as Executive Assistant to the CEO of the Pension Management division of Neuberger Berman. Little did I know that working at Neuberger Berman would end up putting me on the path to eventually become a licensed Financial Advisor at The Vanguard Group.

Early on in my career, I moved to Chester County, PA with my husband and started a family. It was then I made a decision to take a “hiatus” from my full-time employment to raise our three children and go back to school to pursue a degree from Villanova University. In between my children’s sport practices, music rehearsals and dance recitals, my entrepreneurial spirit was born. I began a business selling beautifully handcrafted pottery, glassware and jewelry created by artisans throughout the U.S. I learned a great deal about running a business from this experience, but it was during my time as a Financial Advisor some time later, that I discovered exactly what I wanted to do: become a Financial Coach for women.

obsessed with

When I am not coaching, my greatest joy is spending time with my family and friends. I love entertaining, boating on the Chesapeake Bay, hiking the Adirondack mountains in Lake George, New York, biking new trails and singing when I find the time.

In the evening when it is time to relax, I snuggle up with my two kitties, Max and Beau, while enjoying a good book.

I am excited to begin working with women ready to build confidence and own their financial well-being.

Take charge of your financial well-being

As a Financial Coach, I will provide you with the skills, discipline and knowledge to take charge of your financial well-being.

Empowering Women to Take Control of their Financial Future

Financial Coach For Women Based In West Chester, PA.

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