From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Ellen Heekin

Financial Advisor

Phone Number

(513) 412-5248

Toll Free

(800) 622-5690

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Background and Experience
With more than 20 years of experience in the financial industry, Ellen is a lifelong learner who brings a deep understanding of macroeconomic policy and market behavior to her work. She holds both a B.S. and an M.A. in Economics from Miami University, and she uses her expertise to help clients make sound, well-informed investment decisions. Her guidance empowers individuals to navigate ever-changing market conditions and life events with clarity and confidence, always grounded in a sincere commitment to honoring each client’s unique circumstances and long-term goals.
Ellen has served as a faculty advisor to the Cleveland Federal Reserve Bank’s Economic Scholars Program and launched Xavier University’s Center for Women in Business and Leadership, where she also served as Director. Her contributions have earned multiple recognitions, including Xavier’s Dean’s Awards for Teaching, Service, and Merit with Distinction, as well as the Ignatian Educator of Distinction honor. In 2025, she was named Xavier University’s Adjunct Teacher of the Year.
Away from the Office
Ellen remains active within the Xavier community as an Adjunct Professor of Economics, as an Advisory Board Member for the Center for Women in Business and Leadership and Co-Director for Xavier's Wealth Management track. A Cincinnati native, she enjoys an active lifestyle and is an avid golfer. She especially cherishes time with her three children—J.J., Charlie, and Abby.

CA Insurance License #4385927
Resident State OH 

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
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