Scott Ellis, CFA
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 service investment advisor. In order to serve clients better, with an emphasis on fiduciary responsibility, Scott entered into the prestigious Chartered Financial Analyst program in 2007. After passing three rigorous exams, Scott was awarded his Charter in 2010. With the goal of bringing institutional investment management to individual clients, Scott has built a reputation for always acting in the best interests of his clients.
When not working to help clients meet their goals, Scott enjoys his time with his wife, Heather, and son, Matthew.