About Principal & Advisor David W. Ellis
SERVING CLIENTS THROUGHOUT THE ROANOKE VALLEY & BEYOND FROM OUR OFFICE IN SALEM
David holds degrees from Virginia Tech and Virginia Commonwealth University. He became a financial advisor in 2000, a Certified Financial Planner™ in 2005, and an Accredited Investment Fiduciary™ in 2014. David has served as a financial planner and investment manager for a number of different firms, most recently for the private wealth management group at a large regional bank. In 2011, he formed his independent practice which specializes in comprehensive financial planning and the discretionary management of investment assets. David is a member of the Financial Planning Association and Roanoke Valley Estate Planning Council.
David’s firm has been recognized as “The Best Place to Receive Financial Advice” in So Salem, a publication of The Roanoke Times, and he is an Our Health magazine Gold Award Winner in the category of Financial Advisor.