Elliott’s mission is to take the stress out of clients’ financial lives so they can focus on the things they truly relish. It’s in that spirit that he keeps consistent contact with them, helping determine the most effective strategies to pursue their financial goals – from expanding their portfolios and padding their retirement nest eggs to planning for life’s most important milestones, such as buying a dream home or paying for their children’s education.
Professional and enthusiastic, Elliott has served as a proactive and reliable partner for each of his clients since 2009, when he started working as an advisor at Edward Jones. He continued advancing his career in 2020 by joining Raymond James, a firm known for its client-first culture.
In addition to Elliott’s hands-on industry experience, he holds the CERTIFIED FINANCIAL PLANNER™ designation, demonstrating his commitment to practicing with high ethical standards and meeting the CFP Board’s continuing education requirements. A graduate of Azusa Pacific University in California, he also has a Bachelor of Arts in interpersonal and organization communication with a minor in business marketing.
Elliott is proud to be active in his community. He is a current member and past president of the Anacortes Noon Kiwanis Club and has served on the organization’s board for many years. He is also a board member of the Island Hospital Foundation.
Originally from Kodiak, Alaska, Elliott makes his home in Anacortes, Washington, with his wife, Molly, and their children, Ezra and Preston. Aside from spending time with his beautiful family, Elliott enjoys listening to music, exercising, playing sports and traveling.
Raymond James is not affiliated with any of the companies mentioned.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.