Thomas Ellis Email & Phone Number
Executive Vice President @ B&C Financial Advisors
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Thomas Ellis Location
- Jacksonville Beach, FL, US
Thomas Ellis Work
- 2009 -now Executive Vice President @
- 2009 -now Executive Vice President and Partner @
- 2005 -2009 Vice President @ Bank of America Global Wealth Management
- 1998 -2005 Assistant Vice President, Personal Banker and Investment Rep @
Thomas Ellis Education
- University of North Florida - College of Business Administration
Bachelor of Business Administration
1994-1997 - Panama Canal College
Associates in Science
1994-1995
Thomas Ellis Skills
- Leadership
- Strategic Financial Planning
- Series 63
- Microsoft Office
- Banking
- Microsoft Excel
- Private Banking
- Customer Service
- Asset Allocation
- Financial Analysis
- Investment Advisory
- Strategic Planning
- Series 7
- Wealth Management
Thomas Ellis Summary
- Thomas Ellis, based in Jacksonville Beach, FL, US, is currently a Executive Vice President at B&C Financial Advisors. Thomas Ellis brings experience from previous roles at B&C Financial Advisors, Bank of America Global Wealth Management and Bank of America. Thomas Ellis holds a 1994 - 1997 Bachelor of Business Administration @ University of North Florida - College of Business Administration. With a robust skill set that includes Leadership, Strategic Financial Planning, Series 63, Microsoft Office, Banking and more. Thomas Ellis has 1 emails and 3 mobile phone numbers on RocketReach.
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Top B&C Financial Advisors Employees
Thomas Ellis
Executive Vice President
Jacksonville Beach, FL, US
Sean Guldi
Chief Investment Officer
Ponte Vedra Beach, FL, US
Jessica Adams
Senior Investment Manager
Maitland, FL, US
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