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



The Ellis Group

As Private Wealth Advisors, we believe a well-integrated plan can provide the direction, focus and confidence you need to navigate any market and address your most complex financial ambitions and aspirations.

Your private plan will always be driven by a commitment we make to all our clients: to preserve your wealth and vigilantly manage risk. That’s why we proactively work with your estate attorneys and tax advisors to ensure that our advice is consistent across all areas of your finances–whether business or personal.

David Ellis III has been recognized as an industry leader.

Barron's Top 1,200 Financial Advisors, 2014
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
Robert "Adam" Cannon, CIMA®
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
Kathleen Carr
Senior Client Service Associate
Molly Elizabeth Bowen
Senior Client Service Associate
Lisa M. Martin
Senior Client Service Associate
Lauren Elizabeth Schlembach
Client Service Associate
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