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Biography

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.

Learn more about my practice.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.