Connect with an Ellevest Wealth Management Financial Advisor
Meet the financial advisors on Ellevest’s Wealth Management team and learn how they can help your wealth work smarter to hit your goals.
The financial advisors on Ellevest’s Wealth Management team are located all around the country, and they each pursue their own passions and interests. But they all have two important things in common: deep experience and a deep motivation to transform the financial services industry.
They know that when it comes to women, families, and money, we can do more. We can make financial services a better experience for each client we work with. Tbh, it’s what you deserve: financial advisors who actively listen, create space for real conversation, understand your financial goals, and invest for impact (and returns) according to your values.
Meet the financial advisors on Ellevest’s team, and learn how we help our clients build their wealth with values-aligned investment strategies. If you have $500k or more to invest, our team would love to connect with you. You can book time with an advisor below.
Ashley Bleckner, MA, CFP®, CDFA®
Ellevest Private Wealth Management Financial Advisor, she/her
Southern California
Ashley Bleckner has worked in the financial services industry for over a decade. She advises individuals, families, and foundations on public and private market investing, transitions of wealth, and sustainable investing. She is passionate about helping women feel more in control of their finances. “Women are unique in so many ways that aren’t accounted for in traditional financial planning or investment management,” she says. “So it’s time. And Ellevest is at the frontline of that pivotal switch.
Articles by Ashley:
Investing
“4 Reasons to Outsource Your Portfolio Management”
Money & Life
“Things to Consider for Year-End Charitable Giving”
“Managing Your Wealth in the Early Days of Widowhood”
“The Money Talk: The One With the Sudden Windfall”
“7 Approaches to Paying for Kids’ Educations”
Emily Green
Ellevest Head of Private Wealth Management, she/her
New York City
Recognized as one of Crain's New York Business Women of Influence 2024, Emily has worked in the financial services industry for over 10 years, most recently at J.P. Morgan, and has a degree in economics from the University of Wisconsin-Madison. She grew up in Chicago with two financially fierce women: her mother and grandmother. (Tune in to Emily’s video about why she works at Ellevest to hear how her grandmother — who was legally blind — spent her days trading stocks.) Emily is on the board of Plan International USA, an organization dedicated to creating an equal world for girls. She is also a steering committee member of Alvin Ailey’s Young Patron Circle. Emily currently spends her free time taking Ally Love’s classes on Peloton.
More about Emily: LinkedIn
Articles by Emily:
Investing
“4 Good Reasons to Break Up With Your Financial Advisor”
“What’s a Donor-Advised Fund and Why Should You Use One?”
Money & Life
“How to Make a Strategic Giving Plan”
“Wealth Happens: Navigating Your First IPO”
Samantha Vient, CFP®
Ellevest Private Wealth Management Financial Advisor, she/her
California
Samantha has worked in the financial services industry for over 15 years. She works with individuals and their families on aligning their investments with their goals and values, then implementing clear strategies and steps. She specializes in helping high earners minimize their taxable income and providing those who are 5–10 years away from retirement with a high-touch approach to tracking their progress towards this milestone and beyond.
Sara Faurer
Ellevest Private Wealth Management Financial Advisor, she/her
Chicago
Sara joined Ellevest from Goldman Sachs, where she spent six years advising clients on generational wealth planning and investing. She specializes in advising high and ultra high net worth individuals, families, endowments, and foundations, and in helping women build wealth through intentional investing and generational wealth-building. She is passionate about supporting women to step into their financial power with knowledge and confidence.
About Ellevest
Founded in 2014 with a mission to get more money in the hands of women, Ellevest offers wealth management and financial planning services optimized for women.
