Ellis Financial Group



HOW WE CREATE VALUE Business Planning 1: The Retirement Plan Appraisal^TM 2: The Retirement Plan Efficient-mizer^TM 3: The Fiduciary Safe Harbor^TM 4: The RFP Director^TM 5: The Education Experience^TM 6: The Radar Report^TM 7: The Business Navigator^TM Personal Planning 1: The Chart Your Course Celebration^TM 2: The Investment Vision Educator^TM 3: The Personal Navigation Plan^TM 4: The Bon Voyage Experience^TM 5: The Lighthouse System^TM Why Use a Financial Advisor Why Choose Raymond James Different by Design WHAT WE ARE Our Team Raymond James Advisors Marvin O. Ellis Sr., CLU Branch Manager Marvin T. Ellis Jr. Financial Advisor Professional Staff Melissa Ellis Investment Executive Sandy Hunter Marketing/Administrative Assistant Jolyn Ellis Payroll Specialist Our Privacy Statement WHAT WE DELIVER Education Putting Market Volatility in Perspective Estate Tax Changes under the 2010 Tax Relief Act Rising Interest Rates & Your Portfolio 529 College Savings Plans Market Commentary and Research Our Economic and Market Update Video Raymond James Investment Quarterly Newsletter "The Compass" - Our Newsletter Other Newsletters & Views Capital Market Reviews Small Business Dimensions Our Services Raymond James Market Analysis Market Commentary and Research Bond Market Commentary and Analysis Weekly Commentary by Dr. Scott Brown Weekly Technical Commentary by Art Huprich Economic Commentary Investment Strategy Professionally Speaking Equity Research Additional Research Areas Market Numbers Capital Markets Resources CAPTAIN'S LOG

Our Team

Raymond James

Advisors

Marvin O. Ellis Sr., CLU

Branch Manager

Marvin T. Ellis Jr.

Financial Consultant

Professional Staff

Melissa Ellis

Investment Executive

Sandy Hunter

Marketing/
Admin. Assistant

Jolyn Ellis

Payroll Specialist

Our Privacy Statement

View our Economic and Market Update Video

“Helping you through the uncertain waters
toward your financial freedom!”

Who We are

The professionals at Ellis Financial Group have provided advisory services for business and individual clients for the past two generations. The combination of our experience, team approach, and taylored processes make us different from other advisors around.

Our advisors are a father and son team who have over 30 years of combined experience in wide range of financial services including, but not limited to, retirement plans, investments, long term care, buy sell agreements and key man insurance.

At Ellis Financial Group we believe in taking a team approach to managing your assets. We believe that each of our team members offer a high quality set of skills to our business. Please click on each member of our team to find out a little bit more about them.

We have developed a taylored process that will help guide you through the uncertain waters toward your financial freedom. Whether you are an individual or business we have a process designed to help you reach your goals. Please click here to find out how our processes create value.

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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.