Ellen is passionate about family financial planning, risk management, asset allocation, client education and consumer service.
Ellen approaches investment management and financial planning as a client-centered process, with a focus on personal goals and relationships. CLIENT EDUCATION is a key goal in her office. She enjoys teaching people how to set appropriate financial goals, understand risk/reward relationships, and how to make suitable financial decisions. Products and services designed to help solve financial problems are only identified after asking questions and exploring alternatives in the financial planning process.
The following is a list of products and services she is in a position to offer clients looking for solutions to their financial matters:
Products and Services Offered through Raymond James Financial Services, Inc.
|Annuities||Government Bonds||Pension Plans|
|Asset Allocation||International Equities/Bonds||Profit-Sharing Plans|
|Cash Management||IRAs||Research Reports|
|Certificates of Deposit||Life Insurance||Retirement Plans|
|Corporate Bonds||Long-Term Care Insurance||Stocks|
|Estate Planning||Money-Market Funds||Trust Services|
|Fee-Based Accounts||Municipal Bonds||UTMA's for Children|
|Financial Planning||Mutual Funds||529 Plans for College|