Kathy Ellis certified financial planner

Kathy Ellis, CFP®

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™ Professional & President

Kathy Ellis is loving, authentic, and generous. She has enjoyed helping people achieve their financial goals for over three decades. It doesn’t take long to notice, she genuinely cares about the people she works with. She finds it very rewarding to help people accomplish their goals. As a CERTIFIED FINANCIAL PLANNER™ professional, she has worked on some of the most complex financial planning scenarios. Her knowledge, experience, and expertise include financial planning, estate planning, and charitable giving. Kathy attended Austin Peay State University, College for Financial Planning, and the Investment Training Institute in Atlanta. She celebrated her 20th anniversary with Raymond James in October of 2019. She received Raymond James’ Leaders Council award for seven consecutive years. Additionally, she was named to Raymond James’ Executive Council in 2013, and Rising Star in 2010 & 2011.

Kathy’s lovable personality provides our clients with encouragement and confidence. You won’t find her without a smile on her face. She enjoys spending time with family, friends, and her dog Bizzy. Bizzy hasn’t quite learned how to play softly yet. She loves sleepovers with her 5 grandchildren, Evie, Allie, Emmie, Kate, and Tobie. The grandchildren love playing at her house.

It is easy to see how Kathy Ellis committed is about giving back to her community. She serves on the Board of Directors for The Big Fish Scholarship and Austin Peay’s College of Business Advisory Board. Kathy is a past board member for the United Way of the Greater Clarksville Region. She served on the committee for the Tickle Me Pink program, which helps women recover from breast cancer. She’s a graduate of Leadership Clarksville and Citizens Police Academy. Kathy served as a founding member of the Reagan Women’s Giving Circle of Austin Peay as well.


Articles with Kathy Ellis

Kathy Ellis | America’s Top Women Wealth Advisors by Forbes

Kathy Ellis & Eric Ellis | Best-in-State Wealth Advisors by Forbes


Why Choose a Certified Financial Planner™ Professional?

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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