Michael Ellis II is a financial advisor with Ellis Wealth Advisors, LLC, holding a Series 65 designation and currently beginning his career in the industry. His prior work experience includes roles outside of finance, such as positions in the restaurant sector and at educational institutions. Ellis Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $155 million for around 165 clients. The firm serves trusts, charitable organizations, foundations, corporations, and individuals with discretionary portfolio management and integrated financial planning, employing a mix of quantitative, fundamental, technical, and economic analyses to guide investment decisions.

Michael Ellis is a financial advisor with Ellis Wealth Advisors, LLC in Madison, AL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked with Purshe Kaplan Sterling Investments and Edward Jones among other firms. Outside of advising, he owns Ellis Land Company, LLC, a real estate business. Ellis Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $155 million for about 165 clients with a two-advisor team. The firm offers discretionary portfolio management and integrated financial planning to trusts, charitable organizations, foundations, corporations, and individuals, employing a mix of quantitative, fundamental, technical, and economic analysis without using third-party sub-advisers.