Eric Ellis learned at a young age to help people when he could. He now uses his skills and talents to help lead our clients to the retirement they deserve. The journey to retirement can be filled with uncertainty. Giving people a sense of confidence, security, and independence truly gets Eric excited.
Eric graduated from Austin Peay State University with a concentration in Finance and gained invaluable experience with leading investment companies early in his career. He serves on the Board of Directors for Chapel Hill Christian Academy and is the Chairman of The Big Fish Scholarship, which provides scholarships to Austin Peay State University for local military families.
He is blessed with his lovely wife Megan and three beautiful children, Allie, Kate and Knox. When Eric is not investing his time into his profession or family, he enjoys playing sports and off-roading in his Jeep.
Eric holds Series 6, Series 7, Series 63, and Series 65 licenses.
FINRA BrokerCheck | Eric Ellis
SEC Investment Adviser Public Disclosure (IAPD) | Eric Ellis
Articles by Eric Ellis
Roth & Traditional IRA | How are They Different?
A Better Way to Give | Qualified Charitable Distribution
Should I Eat Those Oreos? | CARES Act
Why Retirees Can’t just Run out the Clock?