Scott Ellis Email & Phone Number
Financial Advisor | First Vice President - Investments @ Raymond James
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Scott Ellis Location
- Charlotte, NC, US
Scott Ellis Work
- 2021 -now Financial Advisor | First Vice President - Investments @
- 2010 -2021 Financial Advisor | First Vice President - Investments @
- 1982 -2010 Financial Advisor | Vice President - Wealth Management @ Morgan Stanley and predecessor firms
Scott Ellis Education
- University of South Carolina - College of Business Administration
Double Major: Management & Marketing
1978-1982
Scott Ellis Skills
- Investments
- Retirement
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Finance
- Insurance
- Investment Strategies
- Risk Management
- Securities
- Strategic Planning
- Fixed Annuities
- Investment Planning
- Municipal Bonds
- Fixed-income Strategies
- IRA Rollovers
- 401(k) Rollovers
- 403(b) Rollovers
- Estate Investment Planning
- Tax–efficient Strategies
- Financial Serivces
- Concentrated Stock Management
- Annuities
- 403b Rollovers
- 403b Planning
- 401k Planning
- Estate Investment
- Concentrated Stock
- Fixed Income Strategies
- Taxefficient Strategies
- 401k Rollovers
- Ira Planning
- Unix
- Linux
- Shell Scripting
- Unix Shell Scripting
- Databases
- Virtualization
- Perl
- Solaris
- SQL
- Apache
- MySQL
- System Administration
- Servers
- VMware
- Red Hat Linux
- Perl Script
- PHP
- Disaster Recovery
- Bash
- 401 Planning
- 403 Planning
Scott Ellis Summary
- Scott Ellis, based in Charlotte, NC, US, is currently a Financial Advisor | First Vice President - Investments at Raymond James. Scott Ellis brings experience from previous roles at Wells Fargo Advisors and Morgan Stanley and predecessor firms. Scott Ellis holds a 1978 - 1982 Double Major: Management & Marketing @ University of South Carolina - College of Business Administration. With a robust skill set that includes Investments, Retirement, Retirement Planning, Asset Allocation, Mutual Funds and more. Scott Ellis has 2 emails and 2 mobile phone numbers on RocketReach.
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