Elyse Wels, Financial Advisor at Oppenheimer & Co. Inc.

Elyse Wels, Financial Advisor at Oppenheimer & Co. Inc. Elyse Wels, Financial Advisor at Oppenheimer & Co. Inc. I welcome the opportunity to speak further and see if working together makes sense.

My passion as a financial advisor with Oppenheimer stems from my desire to positively impact clients' lives for the better by helping reduce the stress of financial management. This allows clients to have comfort, clarity and focus on what really matters to them and lead the life they have always dreamed of. I focus on communication, trust, and understanding as the key driving principles clients e

njoy as I seek to deliver a high level of service and personalized financial plans. I approach every interaction and decision with my client's best interest in mind, listening to what they have to say, educating them on their options, considering the larger picture and aiming for their financial security and prosperity. Along the way, I will strive to leverage my experience to continually adjust the planning process to an ever-evolving market dynamic and life's circumstances. Transparency and simplifying the complex while providing education around multiple investment disciplines is a benefit you will receive by working with me. My goal is to be always learning and bringing fresh ideas to the table to help clients reach their goals and pass on legacy to their heirs. I am licensed in the following States: All States. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

In observance of Independence Day, our U.S. offices will be closed on Friday, July 3. We wish everyone a safe and enjoya...
07/03/2026

In observance of Independence Day, our U.S. offices will be closed on Friday, July 3. We wish everyone a safe and enjoyable holiday weekend.

06/23/2026

A new savings vehicle is generating attention among parents and grandparents: the Trump Account.

Designed for children under age 18, these accounts offer tax-advantaged growth potential and may serve as a valuable complementary tool to existing savings strategies, such as 529 plans and custodial accounts.

Before opening an account, it's worth understanding the benefits, limitations, and how it fits into your broader financial plan.

https://bit.ly/4fX3PDR

Oppenheimer proudly recognizes Juneteenth. Our U.S. offices will be closed on Friday, June 19, in observance of this imp...
06/19/2026

Oppenheimer proudly recognizes Juneteenth.
Our U.S. offices will be closed on Friday, June 19, in observance of this important holiday.

06/02/2026

A mid-year retirement check-in can help ensure your financial strategy remains aligned with your long-term goals.

From investment allocation and tax planning to healthcare costs and retirement contributions, now is a valuable time to review your plan and make thoughtful adjustments for the future.

https://bit.ly/4vgRDlM

Remembering and honoring our fallen service members with pride this Memorial Day. Our U.S. offices will be closed Monday...
05/25/2026

Remembering and honoring our fallen service members with pride this Memorial Day. Our U.S. offices will be closed Monday, May 25.

05/05/2026

This Mother’s Day is a good reminder of the planning, care, and long-term thinking that go into building and supporting a family’s financial future.

For moms and households balancing budgets, saving for future goals, and looking to make their income work more efficiently, municipal bonds can be a thoughtful addition to a broader financial strategy.

https://bit.ly/4uOpoL9

04/29/2026

Where you live in retirement can shape far more than your address. it can also influence your lifestyle, expenses, and long-term financial flexibility.

Whether you’re considering downsizing, relocating, or making better use of your home’s value, taking a thoughtful approach now can help align your housing decisions with your broader retirement goals.

https://bit.ly/42BNSed

03/24/2026

For high-income earners who are phased out of direct Roth IRA contributions, the Mega Backdoor Roth offers a lesser-known path to building tax-efficient retirement assets.

By using certain 401(k) plan features such as after-tax contributions and Roth conversions, investors may be able to move additional dollars into a Roth structure, even when they exceed traditional income limits.

https://bit.ly/4btw4az

03/17/2026

This St. Patrick’s Day, as we celebrate rainbows, four-leaf clovers, and pots of gold, it’s a great reminder to follow your own rainbow toward a secure and fulfilling retirement. ☘️🌈

Planning ahead by budgeting, saving, and diversifying your investments can help ensure your golden years are everything you’ve worked toward.

https://bit.ly/4lH33f6

02/24/2026

With the April 15, 2026, tax filing deadline approaching, now is the time to review your 2025 taxes.

Smart planning can reduce your liability, preserve more of your income, and position you for financial success.

https://bit.ly/46r1H1D

Address

2 Jericho Plaza, Suite 113
Jericho, NY
11753

Telephone

(516)7331332

Website

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