ellio Wealth Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


close

Team photo for ellio Wealth Advisors
Team photo for ellio Wealth Advisors

View Larger


Advisors

Advisor photo for Melissa Palmer-Ball

Melissa Palmer-Ball

Financial Advisor

Vice President of ellio Wealth Advisors
Visit Melissa Palmer-Ball's website
Advisor photo for Garrett Koncan

Garrett Koncan

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Garrett Koncan's website
Advisor photo for Paul Sylvia Jr

Paul Sylvia Jr

CFA®

Financial Advisor

Chartered Financial Analyst®
Visit Paul Sylvia Jr's website


Team

Michele Klemm

Michele Klemm

Paraplanner

Shaunna Tayfel

Shaunna Tayfel

Client Service Manager

Ryan Leukhardt

Ryan Leukhardt

Client Service Specialist

Connor Cook

Connor Cook

Client Service Specialist