Ellis & Company Retirement Strategists | Feb. 13, 2020 | Forbes’ Best-in-State Wealth Advisors
Kathy Ellis and Eric Ellis were both named to the Forbes list of Best-In-State Wealth Advisors.
The list recognizes financial advisors from each state and was released online on January 16, 2020.
When asked about what the award means to her, Kathy shared “Milestones like this reinforce my belief that putting our clients first is always the right thing to do.” She also added, “This accomplishment wouldn’t be possible without an amazing team. I am so thankful for them and it is an honor to work together.” Kathy Ellis
“Milestones like this reinforce my belief that putting our clients first is always the right thing to do.” -Kathy Ellis
Eric Ellis also joined Kathy on the list. “I’m incredibly humbled by being included in Forbes’ Best-in-State wealth advisors,” Eric said in a statement.
“It makes it even more special to join Kathy on this list. I have looked up to her my entire life and have witnessed firsthand how great she is. It makes me happy to see her skills and talents nationally recognized by an organization as highly respected as Forbes.” Eric added.
When asked why she believes she made the list Kathy responded “We have a very high standard that we hold ourselves to every day. I really think it is because we genuinely care about the people who trust us with their financial planning. We care so much, we’re are invested in their happiness and we want to see them accomplish their goals.”
Kathy is a CERTIFIED FINANCIAL PLANNER™ professional and joined Raymond James in 1999, has more than 30 years of experience in financial services. Eric is a financial advisor and has over 12 years of experience in financial services.
“It makes me happy Kathy’s skills & talents are being nationally recognized by an organization as highly respected as Forbes.” -Eric Ellis
The Forbes ranking of Best-In-State Wealth Advisors is developed by SHOOK Research, who has a unique method of creating their lists.
“Here’s what our research has found: the very best advisors are laser-focused on having a positive impact on their clients’ lives,” says R.J. Shook, president, and founder, SHOOK Research. “They want to add meaning, help them live better lives.”
Out of approximately 32,000 nominations, more than 4,000 advisors received the award. Portfolio performance is not criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
For more information about Kathy Ellis, CFP®, Eric Ellis, and their team at Ellis & Company Retirement Strategists, you can find at their website www.retireconfident.com.