Phoebe Ellis
Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth
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Mar 28, 2024 • 53min
Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis
Phoebe Ellis, Rising Star of 2023, discusses her journey from PE and art to finance at First Wealth, a B Corp. She shares insights on client engagement, professional qualifications, and the importance of diversity and inclusive financial education in transforming the finance industry.
