Ellisor Wealth Management

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


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James Ellisor, Private Wealth Advisor serving the Jacksonville, FL area - Ameriprise Advisors

James Ellisor


Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit James Ellisor's website
Rose Ellisor, Financial Advisor serving the Jacksonville, FL area - Ameriprise Advisors

Rose Ellisor


Financial Advisor

Visit Rose Ellisor's website


Mike Maunz

Mike Maunz


Wendy Wolfe

Wendy Wolfe

Operations Manager

Shirley Booth

Shirley Booth

Client Service Coordinator