Eric Ellis
Financial Adviser with Ellis Financial Planning ○ You deserve to Retire Confident!™ ○
- Role
- Financial Adviser at Ellis Financial Planning
- Location
- Clarksville, US
- LinkedIn followers
- 500 followers
About Eric Ellis
You may wonder sometimes,\"Am I doing everything I should with my money?\". The…
Experience
Financial Adviser
Feb 2014 — Present
You deserve confidence & independence in your retirement. That’s why we deliver financial tools & information, to help you be prepared for good markets or bad. Ellis Financial Planning helps our clients reach their goals. Whether it is retirement planning, estate planning, or college saving for you children or grandchildren.Our multigenerational team is built to help you navigate your journey. Some of the scenarios we specialize in: Retirement Planning Financial Planning Estate Planning & Legacy Planning Industry Professionals - Doctors, Lawyers, Attorneys, Business Owners, Athletes, etc. Foundations & Endowments Institutional Investing Much, much more.Kathy Ellis CERTIFIED FINANCIAL PLANNER™ (CFP®) and Eric Ellis Financial Adviser
Education
Austin Peay State University
Bachelor of Business Administration (B.B.A.), Finance
2001 — 2006
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