Since the inception of Raymond James & Associates in 1962, our mission has been understanding our clients' needs and responding with groundbreaking financial planning services and investment alternatives.
Today, changes in the financial services industry have strengthened our original philosophy of client-driven financial planning. While our business has always been consultive in nature, our financial advisors are more skilled than ever in the areas of needs assessment, information collection, solution planning, and plan implementation and revision.
It has always been the policy of Raymond James to offer alternatives to internally generated programs. Therefore, we provide clients with an array of professional money management choices through professional managers both inside and outside the Raymond James Financial umbrella of companies.
As we have been for 43 years, we remain resolute in creating innovative ways to meet the needs of our clients, launching new client-driven investment alternatives and bettering service by investing in technology, and attracting and retaining the best people in the industry to serve our clients exceptionally well. Nothing less will do.
This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Ellis Green, CIMA
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Ellis Green, in many ways, epitomizes the financial planning tradition of Raymond James & Associates. "My clients needs come first," he states emphatically. "It's that simple. My primary goal is to help my clients make the most of the one life they have to live."
Having worked in the financial services industry for over 21 years, Ellis serves the investment needs of wealthy individual and corporate executives by developing strategies to help them confidently achieve the goals they uniquely value, without needlessly sacrificing their lifestyle and avoiding unnecessary investment risk.
"I begin relationships with my clients by helping them define their 'Ideal' dreams and their 'Acceptable' compromises. We then prioritize these goals" explains Ellis. "Then, I help them develop a strategic plan geared toward their individual goals and priorities. This planning is designed to give them rational confidence of achieving their priorities while avoiding too much uncertainty or too much risk" says Ellis. "But planning is an ongoing process, not a one time event" cautions Ellis. "We carefully monitor our client's progress to determine when or if mid-course adjustments are required".
Ellis earned a bachelor's degree in economics and business administration from Vanderbilt University in 1980. He also earned his Certified Investment Management Analyst designation from the Wharton School at the University of Pennsylvania in 1990. He is a member of the Raymond James Financial Advisors Council, Chairman's Council and Government Affairs Committee.
An Atlanta native, Ellis is active in the volunteer work, serving on the National Board of Directors of the American Liver Foundation, where he Chair's the Investment Committee and the Biliary Atresia Fund for the Cure. Ellis and his wife, Cathy, have two children, Ashley and Lindsey.
Please contact Ellis today for a personal appointment. He is prepared to spend time getting to know you and helping you make the most of this one life you have to live.
Vicki Graham: Registered Service Associate
Vicki graduated cum laude with a bachelor’s degree in finance from Georgia State University and has also earned her Series 7, 63 and 65. Vicki joined Raymond James’ Investment Banking division in 1992 and joined Ellis Green in 1998.
Vicki and her husband, Kevin both work for Raymond James and live in their hometown of St. Petersburg, Florida along with their son, Spencer, and their daughter, Courtney.
Lisa Klimenko: Registered Service Associate
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