Ellen Coleman Rapier

About Ellen Coleman Rapier

77••••••00 e••••••@theoaktreegroup.net My passion for personal financial planning and financial literacy leads me to help clients with big picture financial planning and debt reduction strategies. I joined The Oak Tree Group in 2004, and have focused on Gen Xers and Millennials. My specialties include Socially Responsible Investing, and helping young adults with debt reduction strategies. I take a holistic, intuitive approach to identifying cash flow and budgeting tools that will best serve clients in achieving their goals. My community involvement has included work with 21st Century Leaders; American Institute for Managing Diversity’s Youth Leadership Council; and The Charis Circle.

Experience

1. Financial Advisor

   Oak Tree Group

   Feb 2004 — Present · Marietta, GA

   Ellen Rapier is registered with and securities offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL (95••••••71. Investment Advisory services offered through Kovack Advisors, Inc, an SEC registered investment advisory firm. The Oak Tree Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.\"Likes\", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Ellen Rapier and/or The Oak Tree Group; positive reviews of experiences with Ellen Rapier and/or The Oak Tree Group may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience with either as such testimonials may be prohibited under state and federal securities laws.

Education

• Agnes Scott College

  Bachelor's Degree

  1998 — 2003

Skills

• Management
• Microsoft Office
• Finra Rules
• Mutual Funds
• Personal Financial Planning
• Financial Planning
• Finance
• Financial Advisory
• Leadership
• Securities
• Socially Responsible Investing
• Investment Advisory
• Investments