Ellis has been providing professional advice to individuals, corporations and retirement plans since 1983. He joined Raymond James in 1994 and his group specializes in all facets of wealth management, including estate planning, financial planning, insurance analysis, risk management and investment allocation, as well as equity based compensation planning for corporate executives.
Ellis works alongside other professionals such as estate planning attorneys and CPA's to design, implement and monitor solutions to help clients reach their financial goals and objectives. As founder of The Green Wealth Management Group of Raymond James, he has the accumulated knowledge and perspective to keep you and your financial future on a steady course.
Ellis understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. As your life and needs as an investor evolve, so will your vision for the future and risk tolerance. Ellis will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you. He works hard to help you pursue your financial goals with as much certainty, and as little risk, as possible.
A native of Atlanta, Ellis graduated from Vanderbilt University in 1980 with a degree in Economics. He completed the Investment Management Analyst Program at the Wharton School of the University of Pennsylvania. His professional credentials include: Certified Investment Management Analyst®, Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor. At Raymond James he is a member of the Retirement Plan & Institutional Advisory Council** and Chairman's Council* (1996-2024).
Ellis' community involvement includes serving for ten years on the national board of the American Liver Foundation where he led patient/physician forums across the U.S. to raise awareness and fund research for liver disease. He also chaired the Investment Committee. When not in the office, Ellis and his wife Cathy enjoy spending time with their two grown daughters, three wonderful grandchildren as well as travel, golf, fishing, snow skiing and most outdoor sports.
**Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.