Resourceful, Resilient, Responsive

Eileen Ellis
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It is important to understand your financial options based on your personal needs. As a financial professional with Equitable Advisors and a partner of AT Aspen, LLC. I am dedicated to helping individuals and businesses build their financial futures.

In order to stay on top of my field and develop my professional skills over my 31 year career, I have regularly attended industry training and certification programs. I have completed the curriculum and passed the exams for the following:

  • Chartered Financial Consultant (ChFC) professional designation of the American College
  • Chartered Life Underwriter (CLU) professional designation of the American College
  • FINRA securities registration: Series 7,24,26,63 and 65
  • State Insurance Licenses

My training, experience and professional affiliations have fostered my practical approach to offering financial services to my clients. Rather than just recommending unrelated products, I will first look at your specific financial goals and investment objectives. Working together, we can formulate a strategy to help you work toward your goals. Then, if it is suitable, as a Registered Representative of Equitable Advisors, a broker-dealer, and, as an agent of Equitable Network, LLC, an affiliated insurance brokerage, I can recommend the appropriate products and services to help you execute your strategy.  This approach has lead to my induction into Equitable Advisors' prestigious Hall of Fame and membership in the Sterling Group, a division of Equitable Advisors, a select group of financial professionals who are distinguished for achieving a high standard of experience and service.

I have earned the FIVE Star Wealth Manager Award 7 times and was highlighted in the May issues of HOUR Detroit magazine.  This award symbolizes excellence in the financial profession and outstanding sales and service performance.

My wife Amy and I live in Oakland, Michigan. We are both graduates of Michigan State University.

* @Aspen is not a registered investment advisor and is not owned or operated by Equitable Advisors or its affiliates.