Your success is our best accolade
Though we are deeply grateful for the many recognitions and memberships we have been distinguished by over the years, our most treasured sense of accomplishment comes from serving our clients and helping them achieve their personal goals and ambitions.
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Ellis was named to the 2023 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 April 4, 2023.
“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.”
*Best-In-State Wealth Advisors (2023) The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023.Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, 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 approximately 39,007 nominations, more than 7,321 advisors received the award. This ranking is not indicative of an 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. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealthadvisors for more info.
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Congratulations on achieving membership in the Chairman's Council from 1996 to 2022.*
*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.
