Broker Check
Ellen Freese

Ellen Freese

Director of Operations

Ellen Freese
Operations Manager

Ellen began her career in banking. Through hard work and dedication, Ellen moved up the ranks to Vice President to Operations for United California Bank, which is now Bank of the West. After years in the corporate world she decided to transition her career and entered the wealth management industry supporting a group of Merrill Lynch advisors as an operations assistant.

In 1999, after ten years in the wealth advisory business, Ellen joined Vestus Group as our Operation Manager. She brings a wealth of experience in assisting clients with their day-to-day account needs. Ellen is responsible for ongoing client and office management, along with the preparation of all client documents. In addition, she monitors the licensing and registration of Vestus Group’s advisors with governmental and regulatory organizations. Ellen enjoys providing beyond-first-class professional service and is an integral component of Vestus Group.

Ellen is a Monterey, California native. She enjoys spending her free time with her husband Jack and their family. Ellen’s weekends are spent tending her chickens, and gardening.