Zelle Richardson, CFP®
Associate
Zelle joined Douglass Winthrop Advisors, LLC as a wealth management associate in the New York office. Prior to Douglass Winthrop, Zelle was an associate at the Money Management Institute, an industry association representing financial services firms that provide investment advisory solutions to investors.
Zelle received her BA in Economics from Bowdoin College. She completed the New York Bankers Association Essentials of Trust Administration program and received her CERTIFIED FINANCIAL PLANNER® certification in 2024. She became a Member of the Estate Planning Council of New York City in 2024.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.