Team

At Ellis Brothers, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
College saving strategies
Insurance analysis
Estate conservation issues
Risk management analysis

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Scott Ellis, CFA

919-852-0300

scottellis@ellisbrothers.com

After graduating from North Carolina State University with a bachelor's degree in business management, Scott helped found Ellis Brothers, Inc. in 1993. Since then, he has been helping clients manage their financial needs as a full...

Gregg Ellis, CFA

919-852-0300

greggellis@ellisbrothers.com

Gregg helped found Ellis Brothers, Inc. in 1993 with his brother Scott after receiving degrees from North Carolina State University in Business Management and Economics. Since then, he has been helping clients manage their financial...

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