Michael Ellis, CFP®, CRPC®

Michael Ellis, CFP®, CRPC®

CERTIFIED FINANCIAL PLANNER™

Michael L. Ellis, CFP®, CRPC® - Mike Ellis has been the operations analyst with Madden Advisory Services, Inc. since March of 2018.  In July 2019, he assumed a role as a financial planner and received his certification as a CERTIFIED FINANCIAL PLANNER in December 2019.  He offers issue-based and comprehensive financial planning, with a concentration around retirement and goal planning.

Prior to starting with Madden Advisory, Mike worked at Merrill Lynch as an advisor for 3 years where he specialized in comprehensive investment and retirement plans for small businesses and individuals.  Mike earned his Bachelor of Science in Management from Clemson University with a minor in Military Leadership.  He contributed 7 years of service in the United States Army and ended his service as an Infantry Officer, including a combat deployment to Afghanistan.

Mike is a member of the Florida chapter of the Financial Planning Association and involved in his church, Creekside Christian Church.  He is married with three children and enjoys spending time outdoors.

 

Phone (904) 296-1127
Fax (904) 296-1135