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Ellie Burns

Senior Client Service Associate,
Lead, Retirement and Insurance Operations

Ellie’s approach to working with clients has evolved over time but has always centered around one core idea, the golden rule. Ellie strives to treat every client exactly how she would like to be treated, and this approach has helped her foster many fruitful long-term relationships.

Rejoining Loring Advisory Group in 2021 as a Client Service Associate, Ellie previously worked with Jeff Loring in the late 1990s. Ellie is responsible for servicing client inquiries and handling special projects in support of the advisory team. Ellie began working in the financial services industry in 1994. She spent the last 20 years working with Dowd Wealth Management as a Sales Assistant to their advisors. She is a graduate of Regis College with a Bachelor of Arts in Sociology and Minors in both Communications and Computer Science.

Professional Designations, Certifications, Securities Registrations and Licenses:

  • FINRA General Securities Representative (Series 7)
  • FINRA Uniform Securities Agent State Law Examination (Series 63)
  • Licensed Life and Health Insurance Broker/Agent

In her spare time, Ellie enjoys being with family and spending time outside. She loves to take walks, relax in the garden, or get cozy on the couch and catch a movie with her dogs Maya and Shiloh. Ellie has a soft spot for animals, the environment, and children. When time allows, she focuses her efforts and energies towards numerous projects, offering a helping hand to the children, animals and environmental initiatives that need it.