Jeremy A. Ellisor

Owner & Lead Advisor @Convergent Financial Group

Mount Pleasant, SC, US
MOBILE NUMBERS
+18•••••••85

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WORK HISTORY

Oct 2017 — Present

Owner & Lead Advisor @Convergent Financial Group

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Mount Pleasant, SC, US

We believe that you, as an investor, should focus less on the news of the day and start thinking long-term. The starting point is determining the rate of return you need to achieve your goals. Then we help you responsibly invest in the market to get on your way to reaching those goals.A traditional advisor will try to impress you with a showy 100-page plan. We want to do more for you by involving you in the process. When we show you the effect of each decision you make, you are empowered to make better decisions.​We see ourselves as your partner, guiding you to a secure future. You get peace of mind, knowing that you\'re receiving sound advice. We are also your coach, encouraging you to do the things that are necessary to reach your goals. But each step of the way, we make it easier for you, because we know that time is your most precious resource.

EDUCATION

1996 — 2001

Clemson University

Bachelor's degree

ABOUT JEREMY A. ELLISOR

Owner and Lead Advisor at Convergent Financial Group

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