Stephen Ellingsen
Stephen Ellingsen Senior Vice President, Wealth Management

Stephen Ellingsen is a vice president and financial advisor at Raymond James. He has nine years of wealth management experience.

Growing up, Steve had a fascination with the markets and investment world. His father encouraged him to engage with the current news, market trends and economy. He studied and earned a degree in economics at California State University – Long Beach. During his senior year, Stephen interned with the Takahashi Group at Morgan Stanley, gaining valuable experience. Stephen quickly earned a role as a financial advisor on the team and an integral part of the team's operations.

At the Takahashi Retirement Group Stephen is focused on education and financial planning. He utilizes the firm’s modern wealth tools to design comprehensive, individualized plans. He also takes the time to explain the team’s financial strategies  to their clients.

Outside of work, Stephen likes to golf, cook, backpack and travel.