Ellen Harty

Operations Associate

  • What path led you to wealth management?

I’ve always had an interest in finance. As a little girl, my father would let me pick stocks in my college savings account, so I was constantly following the market. In college, I studied business and finance.  After I graduated I wanted to work in the industry I have been following all these years.

  • Why did you join TFO Phoenix?

I joined TFO Phoenix because of the firm’s core values. I admire a company that puts such strong value on both their clients and employees.

  • What has been your most rewarding career experience

Growing and evolving in the financial industry.  I began my career at a discount brokerage firm, placing trades over the phone but not making any sort of connection with clients.  I am now working for a firm that truly values their client relationships, which is truly rewarding.

  • What personal accomplishments are you most proud of?

In college, I took a leap of faith and decided to study abroad in China.  I spent four months in a country where I barely spoke the language and everything was completely different from what I’d known for 19 years.  Looking back, it was one of the best experiences of my life so far.

  • Education and accreditations 

Series 7 and Series 63 License, August 2012
University of Arizona, B.S., Business Management with a specialization in Global Business

  • What do you like to do outside of work? What’s your favorite way to spend a weekend?

I love to run, bike, and enjoy the beautiful Arizona weather.  I also enjoy cooking, traveling, and spending time with my family and friends.

  • What are the most important lessons you’ve learned in life?

“Life is a series of natural and spontaneous changes. Don’t resist them; that only creates sorrow. Let reality be reality. Let things flow naturally forward in whatever way they like.” – Lao Tzu

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.