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A Team for All SeasonsOur firm takes a team approach with all of our clients. From our presentations to management of assets you will experience what a team approach does for your goals and future. Our team consist of four members. We would like to take this opportunity to introduce you to each team member.Raymond James Financial Services, Inc.The first member of our team is the broker-dealer that carries our client's accounts, Raymond James Financial Services, Inc., an affiliate of Raymond James and Associates, Member New York Stock Exchange. Raymond James is dedicated to bringing us quality research, service and support. Though we are independent financial advisors and not employees of Raymond James, our affiliation with Raymond James allows us to offer you the highest level of client services including such services as the ability to view your account over the Internet and access to Raymond James research.Marvin Ellis Sr & Marvin Ellis JrOur father and son team have over 30 years of experience in the retirement and pension business arenas, you will find the depth & quality of knowledge & service that you should expect from your advisors.Experience & Knowledge:
Retirement, investments, and annuities.
Life, health, disability, and long-term care insurance.
Strategic business planning with buy-sell, key man, plan design and group benefits.
Services:
We listen to your needs, develop a plan to
match your goals and objectives and then offer our extensive experience & knowledge to help you make the best decision.
We believes in keeping our clients up-to-date on their investments with watch letters, reporting, and detailed analysis on how their portfolios are performing in current markets.
We have developed four levels of services, which are based upon the clients assets, potential growth, and needs.
Melissa Ellis, Investment Executive, RJFSMelissa acts as our research analyst. She inputs and prints our financial plans, Monte Carlo and other reports. She helps us do the detailed investment analysis performed on a regular basis and monitors investments. Melissa will help provide you with the analysis and reporting of your investments. We believe the support and responsiveness you receive from our staff and our home office staff in St. Petersburg, Florida will be the finest you have ever experienced. We are very proud of our organization and our dedicated commitment to service. We are committed to giving you the support necessary to assure your success as an investor. |
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Office: (801) 295-7373 |
Fax: (801) 295-7474 |
533 West 2600 South, Suite 210
Bountiful, UT 84010
© 2008 - 2012 Ellis Financial Group
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Securities offered through RAYMOND
JAMES FINANCIAL SERVICES, INC., member
FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. |
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