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Investment Management, LLC
 
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Our Team

Bob

Robert Ellis, Co-Owner
Will

Will Ellis, Co-Owner
Providing alternative strategies and personalized solutions for individual investors is what drove Bob and Will away from the mainstream brokerage firms. For years they saw a need for a better solution that was different.

The passion and success of Ellis & Ellis is simple: focus on relationship building. Life is a long journey and we are excited about traveling the bumpy, curvy road with you and your family. Since our clients are important to us, we want to dig deeper into a relationship which involves more than just sound financial advice. We have a team here dedicated to the mission of building these personal and enduring relationships.

See what our process has to offer and WHY we are different.

Wealth Advisors

Aaron Mabon
Summer Parmer
Team Members

Josh Britt Lisa Cannon
Elizabeth Ellis Brandi Kennedy
 
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For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Securities offered through LPL Financial Member FINRA/ SIPC and An Investment Advisor. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org www.finra.org

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