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.


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

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Advisors

Advisor photo for Garrett Koncan

Garrett Koncan

CFP®

Private Wealth Advisor

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

Paul Sylvia Jr

CFA®

Financial Advisor

Chartered Financial Analyst®
Visit Paul Sylvia Jr's website


Team

Emily Bloomquist

Emily Bloomquist

Client Service Specialist

Qualifications

  • Bachelor's in Finance

Roles & Responsibilities

  • Responsible for providing administrative support and coordinating on-going contact with clients.
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