Ellisor, Trotta & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Tom Trotta

Tom Trotta

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Tom Trotta's website
James Ellisor

James Ellisor

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit James Ellisor's website
Rose Ellisor

Rose Ellisor

Financial Advisor

Visit Rose Ellisor's website

Team

Angelica Meyerl

Angelica Meyerl

Client Service Manager

Qualifications

  • BBA in Finance

Roles & Responsibilities

  • Angelica is responsible for managing and organizing the office work flow, daily business operations and liaison to provide client relationship support.
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Michael Maunz

Michael Maunz

Paraplanner