< BACK TO ALL PLANNERS & STAFF

Elliott Ellis

Paraplanner

About Elliott Ellis

Elliott is a dedicated and ambitious paraplanner working alongside Andy Andrews, CFP®. With a focus on efficiency and comprehensive financial planning, he assists in developing financial plans that benefit small business owners, working-class professionals, and their employees.

Before stepping into his current role, Elliott worked as a financial advisor, gaining firsthand experience in guiding clients through complex financial decisions. This background gives him a unique perspective on the challenges advisors face, allowing him to provide valuable support.

Elliott is actively pursuing the CFP® designation, having completed the coursework and passed the exam in 2023. He is currently working towards his experience hours under the mentorship of Andy Andrews, CFP®. As the NexGen Director for his local Financial Planning Association (FPA) chapter, he is passionate about advancing the profession and supporting the next generation of financial planners.

Beyond his professional role, Elliott has a deep appreciation for racing and motorsports and understands the unique financial considerations within the industry. He actively engages with the motorsports community, with the dream of building a niche practice tailoring financial strategies to meet the needs of drivers, teams, industry professionals, and enthusiasts.

Certifications
  • Series 7
  • Series 66
  • Life, Disability & Health Insurance Licensed
Professional Associations

 

  • Financial Planning Association
Education

 

  • Florida Gulf Coast University Class of 2022- B.S. Finance, Concentration on Financial Services & Minor in Real Estate
Community Involvement

 

  • Volunteers with his community group “San Carlos Proud” & with the FPA during financial literacy workshops

999 Vanderbilt Beach Rd, Suite 340
Naples, FL 34108