Client Advisory


Ellis is an Associate in the New York Office. He supports the Executive Financial Counseling practice’s operational and client service efforts. The Executive Financial Counseling practice provides financial planning and tax preparation to corporate executives.

Prior to joining the Executive Financial Counseling office, Ellis was an AdvisorScholar Intern with Barnum Financial Group and a Telecommunications Sector Analyst for Franklin & Marshall College’s Student Managed Investment Portfolio.


  • B.A. in Business, Organizations, and Society, Franklin & Marshall College

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