UA-50960147-1, law, legal, medicaid, elder, investments, insurance, financial, planning, retirement, nursing, home, long-term care, LTC, Roanoke, Salem, Botetourt, Vinton, Daleville, Troutville, Fincastle, New River Valley, Christiansburg, Blacksburg, Radford, Elliston, Shawsville, Glenvar, Bedford, Franklin
DAVID W. ELLIS, CFP®, AIF®
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.