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* (1996-2022). Ellis was named to the 2023 edition of the Forbes list of Best in State Wealth Advisors†.
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 as well as travel, golf, fishing, snow skiing and most outdoor sports.
†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.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification 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. Investments & Wealth Institute the owner of the certification marks “CIMA®” and “Certified Investment Management AnalystSM”. Use of CIMA or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements. Raymond Jamesis not affiliated with the mentioned organizations.
**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.