Lassus Wherley Welcomes Two New Employees
Mary Ellen Nicola has recently joined Lassus Wherley, as a financial advisor. She will be doing financial plans, handling client projects and will be a senior advisor with the firm. Her background includes working with high net worth executives, business owners and physicians in all areas of wealth management. Mary Ellen has 15 plus years advisory experience primarily with Ayco and more recently with Wachovia Bank. At Ayco, in particular, she was an Executive Counselor to high net worth corporate 500 executives. She has a B.S. degree from St Peter's College and has completed graduate work at Fairleigh Dickinson. She received her CFP designation in 1990 from the College for Financial Planning.
Jeannette Palma has recently joined Lassus Wherley, as a financial advisor. Her responsibilities include planning, projects, and client communications. She has 10 plus years advisory experience including comprehensive financial planning for high net worth individuals and businesses most recently at Mass Mutual and as a consultant with several brokerage firms. Ms. Palma has a BS degree from Drexel University, attended the CW Post College Certified Financial Planner program and received her CFP designation in 2003. She has also earned additional licenses and designations including Registered Financial Consultant™, Chartered Financial Consultant™, and Chartered Life Underwriter™.
Lassus Wherley & Associates is a wealth management firm with offices in New Providence, New Jersey and Naples, Florida, providing fee-only comprehensive financial services, including financial planning, investment management, tax and family office services. The Lassus Wherley web site is www.lassuswherley.com.