Ellis Green Email & Phone Number
Senior Vice President, Investments @ Raymond James
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Ellis Green Location
- Atlanta, GA, US
Ellis Green Work
- 1994 -now Senior Vice President, Investments @
- 1989 -1994 Senior Vice President, Investments @ J.C. Bradford & Company
- 1983 -1989 Associate Vice President @ Johnson, Lane, Space, Smith & Company
- 1980 -1983 Sales Representative @ Lanier Business Products
Ellis Green Education
- The Wharton School
(Investment Management Analyst Program)
1990-1990 - Accredited Investment Fiduciary ® 2010
- Certified Investment Management Analyst ® 1990
- Certified Plan Fiduciary Advisor® 2017
Ellis Green Skills
- Wealth Management Services
- High Net Worth Individuals
- Asset Protection
- Financial Advisory
- Investment Management
- Financial Planning
- Retirement Planning
- Risk Management
- Estate Planning
- Legacy Planning
- Portfolio Management
- Asset Management
- Asset Allocation
- Equities
- Investment Advisory
- Investment Strategies
- Securities
- Retirement Plan Consulting
- Investment Fiduciary Protection
- 401k Consulting
- Tax-advantaged Investment Strategies
- Trust Planning
- Corporate & Executive Planning
- Equity Based Compensation
- 10b5-1 Plans
- Concentrated Equity
- Stock Options Analysis
- Tax Planning Strategies
- Wealth Preservation Strategies
- Multi-generational wealth transfer
- Charitable Gift Planning
- Retirement Income Strategies
- Retirement Cash Flow Management
- Social Security Planning
- Bond Portfolio Analysis
- Insurance Planning
- Asset Allocation & Portfolio Analysis
- IRA Education
- 401(k) & 403(b) Strategies & Education
- Long-term Care Insurance
- College Savings Plans
- Tax Advantaged Investment Strategies
- Corporate and Executive Planning
- 10b5 1 Plans
- Multi Generational Wealth Transfer
- Asset Allocation and Portfolio Analysis
- Long Term Care Insurance
- 401 and 403 Strategies and Education
Ellis Green Summary
- Ellis Green, based in Atlanta, GA, US, is currently a Senior Vice President, Investments at Raymond James. Ellis Green brings experience from previous roles at J.C. Bradford & Company, Johnson, Lane, Space, Smith & Company and Lanier Business Products. Ellis Green holds a 1990 - 1990 The Wharton School. With a robust skill set that includes Wealth Management Services, High Net Worth Individuals, Asset Protection, Financial Advisory, Investment Management and more. Ellis Green has 2 emails and 1 mobile phone numbers on RocketReach.
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