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Barry Ellis
Barry Ellis
CFP®, CRPC®
Senior Financial Advisor

(281) 367-8658
1450 Lake Robbins Dr
Ste 100
The Woodlands, TX 77380
barry.w.ellis@ampf.com

ELLIS & ELLIS


I understand that you have a lot at stake in today’s complex markets. You’ve worked hard over the years to build your net worth. Now, you're looking for ways to safeguard your dreams while still finding appropriate investing opportunities to help you reach them.

That's where I can help. I'll start by listening to your goals and dreams for the future, and work with you to build a financial plan tailored to those goals that includes wealth protection strategies appropriate for today's market. In addition, I'll work with you to find investing opportunities that are aligned with your plan.

That's why now, more than ever, you need a plan.
 

Community Participation

  • Rotary Club of The Woodlands, Member, The Woodlands, TX

Qualifications

  • Advanced Advisor Group, Platinum Team, 2003 - present
  • Advanced Advisor Group, Gold Team, 2000 - 2003
  • Advanced Advisor Group, Silver Team, 1999
  • Circle of Success - Gold Circle, 2000 - 2006
  • President's Recognition Award, 1999 - 2006
  • Achievement Conference qualifier, 1999 - 2006
  • Mercury Achievement Award - 1999
  • Series 7 License - general securities representative
  • Series 63 License - uniform state exam
  • Group 1 License - state insurance license

Professional Associations

  • Financial Planning Association

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

License information
I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct certain business in MN, AR, CO, FL, KS, MO, MS, PA, AZ, IA, CA, NY, OK, KY

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


A financial advisory practice of Ameriprise Financial Services, Inc.