Ellis Haddad,

With more than 27 years of experience in financial planning and investment management, Ellis Haddad has the accumulated knowledge and perspective to help 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 your 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.

Ellis endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Ellis designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Ellis puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Ellis began his career in financial services at Raymond James in 1996. Today, Ellis provides holistic financial, retirement, and estate planning utilizing the myriad tools and investments available at Raymond James.

A native of Earle, Arkansas, Ellis resides in Memphis, Tennessee. He is a member of the Board of Trustees for Porter Leath Homes and the President of the Ross M. Lynn Society of Memphis University School. Away from the office, Ellis also enjoys traveling and time spent with his wife, Jenny and son, Jack.