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 lll has been recognized as an industry leader.

Financial Times Top 400 Financial Advisor, 2013, 2016
Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
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

855-212-9568 fax

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
Lisa M. Martin, CFP®

Senior Registered Client Service Associate
Molly Elizabeth Bowen

Senior Registered Client Service Associate
Lauren Elizabeth Schlembach

Registered Client Service Associate
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