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.

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.

A founding member of the Raymond James' Retirement Plan & Institutional Advisory Council, Ellis Green is part of this collective of financial advisors offering specialized experience and support for retirement plan sponsors. The group provides a professional depth of experience and dedication to assist with the challenges that plan sponsors face in managing their obligations as plan fiduciaries.

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.

Ellis Green has been a member of the Raymond James Corporate & Executive Services team for more than 15 years. This small group of Raymond James’ most senior advisors is chosen by the Raymond James Capital Markets team to help meet the comprehensive financial needs of uniquely successful corporate executives, business owners and families. Advisors are selected based on their extensive education, knowledge and experience at working with business owners, corporate executives and individuals who have had or are about to have a liquidity event. These advisors have expertise in financial planning, tax and estate planning, risk management, equity-based compensation, concentrated equity strategies, asset allocation and portfolio management.