Business & Personal Planning Solutions, Inc.An Independent Firm

About Us

Financial Advisor Image
Marvin Ellis
Sr. CLU
Branch Manager, RJFS
Cell: 801-706-6512
Previous positions held:
401(k) Specialist, Northwestern Mutual Financial Network
401(k) Designer and Administrator - Rafferty & Company
Retirement Planning Coordinator - Merrill Lynch
Supervisor of Retirement Benefits - United Parcel Service
Education:
University of Utah, BS Economics
Financial Advisor Image
Marvin Ellis
Jr.
Financial Advisor, RJFS
Cell: 801-698-6540
Previous positions held:
Financial Representative, Northwestern Mutual Financial Network
Business Owner, Marvelous Multimedia, Inc.
Adjunct Faculty, Weber State University
Education:
Weber State University, BA Technical Sales
Melissa Ellis
Investment Executive, RJFS
Previous positions held:
Assistant Processor of Mortgage Company
Teller at Zions Bank
Education:
University of Utah, BS Finance
Community Groups:
Utah Dog Agility Group

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 5,400 financial advisors
  • 2 million client accounts
  • 2,400 locations (United States, Canada and abroad)
  • $268 billion in client assets
  • $35 billion managed by its subsidiary asset managers

Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.

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.

© 2011 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice

Financial Advisor Image
533 W. 2600 S.
Suite 210
BountifulUT 84010
Phone: 801-295-7373
Fax: 801-295-7474
Cell: 801-698-6540
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC