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Eileen Ellis

Eileen Ellis

Executive Assistant

Eileen has over 30 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.


  • 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.