Eileen Ellis

Executive Assistant

 

Eileen Ellis

Executive Assistant

Phone: (248) 641-2878

Fax: (248) 641-2879

E-mail: eellis@ataspen.com

5435 Corporate Drive, Suite 240
Troy, Michigan 48098

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Eileen Ellis

Eileen has over 26 years of business experience focused on creating customer service excellence and building long-lasting customer relationships. Eileen brings her many years of retail management experience to help organize my practice.

is a financial, retirement, business and estate planning strategies firm with offices in Farmington Hills, Troy, Port Huron, Grand Rapids, and Rochester, Michigan. With over 150 years of combined service, we are a recognized leader in the personal and corporate financial services industry. We work by helping both personal and business clients to identify specific financial goals for retirement, business continuity, and estate plans. By using tax advantaged investment strategies, benefit plans, planning techniques and investment products, we assist in creating and implementing plans that will help our clients to achieve their long-term objectives.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. At Aspen, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates. PPG-162702 (12/21) exp (12/23)


Duties

  • Account establishment and processing
  • Client relations
  • Data management
  • Manage calendar/schedule client meetings


Eileen Ellis offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Phone 248-641-2878
Fax 248-641-2879