Bradford Ellis
Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors
- Role
- Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Bradford Ellis
I work with clients to help them achieve a work-optional lifestyle and financial…
Experience
Financial Advisor, Senior Vice President - Investments
Nov 2020 — Present · Fredericksburg, VA, US
Education
Naval Postgraduate School
MS
2011 — 2013
Naval Postgraduate School
MBA
2002 — 2004
University of Tennessee-Knoxville
B.S.
1994 — 1998
Naval Postgraduate School
Certified Cost Analyst
2011 — 2012
Skills
- Fixed-Income Investments: Bonds, Corporate, Government-Sponsored, Municipal
- Business Retirement Plans: 401(K), 403(B), Profit Sharing, Sep Ira, Simple Ira
- Portfolio and Retirement Plan Reviews
- Research: Equities, Fixed Income, Mutual Funds
- Leadership
- Retirement Planning and Estate Considerations
- Annuities: Fixed, Immediate, Variable
- Insurance: Term Life, Permanent Life, Long-Term Care, Long-Term Disability
- Individual Retirement Accounts: Traditional Ira, Roth Ira
- Education Savings: 529 Plans, Coverdell Education Savings Accounts
- Equity Investments: Common Stocks, Unit Investment Trusts
- Estate & Trust Services: Estate-Planning Professionals, Trustee, Managing Agent
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