Abbi Elwer

Abbi Elwer

Director - Client Services

Office: 614-798-0508
Fax: 614-798-0509
E-mail:
 

Abbi's goal for each and every client is to make sure they understand how important they are to us, to know that she cares about them, to get them the answers they are looking for in a timely manner and to accurately take care of their needs.  She is committed to ensuring that each client receives excellent service including onboarding new clients, periodic performance reporting and securities trading.  In addition, she manages the day-to-day operation of the office, meeting preparation and compliance.  Abbi joined the team at Gilliland Lee Financial in Feb 2016. Her previous role was from an independent office with Raymond James which she had transitioned the office from Edward Jones.  She first worked in the financial services industry as a financial advisor with Hantz Financial Services starting in 1998. When she took a few years off to raise her young children, she turned a hobby into a business with Creative Memories, while also serving the local school as a volunteer and substitute teacher.  Abbi earned a bachelor's degree in business administration and finance from Hillsdale College in Hillsdale, Michigan.  Her commitment to continuing education includes completion of the compensation course for total rewards management at CMU, completion of MidMichigan Health's leadership series, retirement planning at Educational Training Systems, as well as various industry-related subjects at the Financial Services Institute. In 2012, Abbi successfully obtained the Series 7/General Securities professional license.  In 2019, Abbi also successfully obtained the State of Ohio Life, Accident & Health license.  She has also found the time to serve her community.  Today she volunteers for many New Albany school activities and is the team photographer for her children's many sports.  Originally from Jackson, Michigan, Abbi now lives in New Albany, OH with her husband, Scott, and children, Raegen and Braedon.  In her free time, she enjoys scrapbooking, various types of workouts, and participating in her children's activities.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck