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Robert M Ellis, Private Wealth Advisor serving the La Grange, GA area - Ameriprise Advisors

Robert M Ellis

MBA, CRPC, AAMS

Private Wealth Advisor

Managing Director
Ellis & Ellis Investment Management

An Ameriprise Private Wealth Advisor

34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 7 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™

Education

  • Florida State University BS Finance
  • Florida State University MBA

Awards & recognition

  • Ameriprise Circle of Success, 2018

Previous experience

  • Commonwealth, 2012-2016
  • LPL, 2002-2012
  • Edward Jones, 1990-2002

Community participation

Rotary Club

"Ameriprise proudly supports Wounded Warrior Project and Warriors to Work."

Interests

When I am not in the office, I mostly spend time with my family. My wife, Judy, and I have been married for over fifty years. My four children are grown but we still enjoy Sunday dinners together often at my home in LaGrange. I enjoy a bourbon and cigar while watching football. Anything to do with cars and racing, I’m all in. My all-time favorite thing is being “Papa” to my grandkids.

Bet you didn't know:

Before kids - Judy and I dragged a FV race car from Savannah to Palm Beach competing in SCCA races all the way. I still travel the world (vicariously) following the F1 season.