Donna Ellis's Location
Cincinnati, OH, US
Donna Ellis's Work
- Wealth Manager at Creative Planning, LLC @ Creative Planning
- Client Service Advisor @ Berno Financial Management, Inc
Donna Ellis's Education
- Michigan State University
Bachelor of Science (Public Affairs Management)
1988 - 1992
Donna Ellis's Skills
- Retirement Planning
- Estate Planning
- Investments
- Portfolio Management
- Strategic Financial Planning
- Customer Service
- Asset Management
- Financial Analysis
- Insurance
- Strategic Planning
Donna Ellis's Summary
Donna Ellis, based in Cincinnati, OH, US, is currently a Wealth Manager at Creative Planning, LLC at Creative Planning, bringing experience from previous roles at Berno Financial Management, Inc. Donna Ellis holds a 1988 - 1992 Bachelor of Science in Public Affairs Management @ Michigan State University. With a robust skill set that includes Retirement Planning, Estate Planning, Investments, Portfolio Management, Strategic Financial Planning and more, Donna Ellis contributes valuable insights to the industry. Donna Ellis has 3 emails on RocketReach.
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