Financial Planner at
Ellis Investment Partners, LLC
Years of Experience
12 years
Number of Clients
25
Average Client Size
$785,000
Member Since
2024
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Major in Finance Minor in Economics
Obtained in 2013
Financial Planning Coordinator & Financial Advisor
2021 - Present
Financial Advisor
2017 - 2021
Money Movement Specialist
2016 - 2017
Changed of Ownership Specialist
2015 - 2016
Ellis Investment Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Ellis Investment Partners, LLC only transacts business in jurisdictions in which it is properly registered or exempt from registration. A copy of Ellis Investment Partners, LLC’s disclosure brochure, which discusses the firm’s business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov or by contacting the firm. For more information on Ellis Investment Partners, LLC, please read our Form CRS.
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