Achieving what's most important begins with advice you can trust



The Ellis Group

At The Ellis group, we have one priority – to offer our clients the understanding, financial expertise and transparency they need today. Utilizing personalized planning and investing, we'll guide you and your family through your personal and professional wealth challenges. Most important, we'll work to earn your confidence with advice that not only provides clarity and peace of mind, but serves your best interests today and in the future.

David Ellis III has been recognized as an industry leader.

Barron's Top 1,200 Financial Advisors, 2014, 2015
Barron's Top 1,000 Financial Advisors, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013


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The Ellis Group

8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236
513-792-2441
800-543-2884
855-212-9568 fax
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David W. Ellis III
Managing Director
Private Wealth Advisor
Robert "Adam" Cannon, CIMA®
First Vice President – Wealth Management
Private Wealth Advisor
Keith Lum
Vice President – Wealth Management
Private Wealth Advisor
Anthony "Tony" Bollin, CFP®, CDFA™
Senior Wealth Strategy Associate
Molly Elizabeth Bowen
Senior Registered Client Service Associate
Lisa M. Martin
Senior Registered Client Service Associate
Lauren Elizabeth Schlembach
Registered Client Service Associate
Kathleen Carr
Senior Client Service Associate
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