Recognition and Memberships
Since we’re in this business for our clients, our most treasured sense of accomplishment comes from each of them. However, we’re grateful and humbled to be consistently recognized in the industry for our team’s knowledge, wealth management and client service capabilities.
This award is bestowed by an independent third party organization not affiliated with Raymond James.
Ellis was named to the 2018 edition of the Forbes list of Best-In-State Wealth Advisors*. The list, which recognizes advisors from national, regional and independent firms, was released online February 15, 2018.
“We’re proud to see Ellis included in such a prestigious group,” said Tash Elwyn, president of Raymond James & Associates. “To be recognized as one of the nation’s top wealth advisors is an outstanding achievement and a testament to Ellis’ professionalism and commitment to clients.”
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receive a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
Congratulations on achieving membership in the Chairman's Council from 1996 to 2016.*
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating.
A founding member of the Raymond James Retirement Plan Advisory Council (RPAC), Ellis Green is part of this collective of financial advisors offering specialized experience and support for retirement plan sponsors. The group provides a professional depth of experience and dedication to assist with the challenges that plan sponsors face in managing their obligations as plan fiduciaries.
Ellis Green has been a member of the Raymond James Corporate & Executive Services team for more than 15 years. This small group of Raymond James’ most senior advisors is chosen by the Raymond James Capital Markets team to help meet the comprehensive financial needs of uniquely successful corporate executives, business owners and families. Advisors are selected based on their extensive education, knowledge and experience at working with business owners, corporate executives and individuals who have had or are about to have a liquidity event. These advisors have expertise in financial planning, tax and estate planning, risk management, equity-based compensation, concentrated equity strategies, asset allocation and portfolio management.
Conducted under the auspices of the Raymond James Institute of Finance, this program provides financial advisors with knowledge about complex trust and estate situations and solutions, and our team was part of the program in 2005.
In December 2013, Ellis Green appeared in the article “Not Talking Philanthropy Can Be a Money-Losing Mistake” by David Lindorff. This article discussed the importance some of the most successful financial advisors place on discussing philanthropic goals with their wealthy clients.