Jacqui Ellis, Financial Advisor

FINANCIAL ADVISOR
Jacqui Ellis

CFP®, AAMS®, CRPC™
1001 South Bloomington Street, Greencastle, IN 46135opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Horseback Riding
  • Traveling
  • Wine Collecting/Enthusiast
  • Soccer

Team Members

  • Nancy Arnold
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(765) 653-4779

Fax

(877) 222-2709

Office Address

1001 South Bloomington Street
Greencastle, IN 46135opens in a new window

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