Resourceful, Resilient, Responsive


Eileen Ellis
Assistant
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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 32 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)
  • Chartered Life Underwriter (CLU) 
  • Licensed Life, Accident and Health Insurance Agent
  • Investment Advisor Representative (IAR)
  • FINRA securities registration: Series 7,24,26,63 and 65
  • State Insurance Licenses
  • Michigan State University- Bachelor of Business Adminstration
  • Equitable Advisors
    • Hall of Fame
    • Circle of Excellence
    • The Order of Excallibur
    • Bronze Eagle
    • Silver Eagle
    • Equitable Gold

My training, experience and professional affiliations have fostered my practical approach to offering financial services to my clients. My practice is founded on the Behavioral Investment Counseling, my role as your advisor is to guide you through the challenges of life as an investor.  There will be times when you are nervous about the lastest financial crisis and you will start to question if you are on the right path, this is when the value of working with me will be reinforced. We will develop a well thought out financial plan and base our investment decisions around that plan. 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 eight times and was highlighted in HOUR Detroit magazine.  This award symbolizes excellence in the financial profession and outstanding sales and service performance.

My wife Amy and I reside in Oakland Township, Michigan. We are both graduates of Michigan State University, we have three grown children.

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