Ellen Smith
Executive Assistant to Paul Saganey
Ellen Smith
Executive Assistant to Paul Saganey
I support our growth and the president and founder of our firm by managing his demanding schedule, coordinating complex travel arrangements, and most importantly, ensuring seamless communication with our advisors and their support staff. Our structure is designed to make access to our resources, as well as ongoing support for advisors, as seamless as possible.
As a student of the Dan Sullivan Strategic Coach Program™, I enjoy every opportunity to apply my skill set to the cultivation of running more efficient practices.
I also work as a liaison to our management team, facilitating special projects centered around business development, scheduling, and workflows.
Our success culminates on an annual basis when I begin the planning of our firm’s annual conference. This multi-day event requires the meticulous coordination of schedules of advisors, management, wholesalers, sponsors, and venue representatives in addition to constructing comprehensive agendas, communications, and managing the budgets for hundreds of attendees. Witnessing the remarkable display of energy, talent, and dedication at this gathering is always immensely rewarding.
My professional background includes an education that has long since been eclipsed by decades of real-life experience. I am most proud of my work helping new advisors as they transitioned to Integrated, coaching other administrative assistants, and providing professional and personal support to the remarkable team around me.
Rounding out my life has me living happily in Central Florida with my husband of 40-plus years. My passions include eating healthy, spending time with family, and meeting new people.
The way to get started is to quit talking and begin doing.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
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