UA-50960147-1, law, legal, medicaid, elder, investments, insurance, financial, planning, retirement, nursing, home, long-term care, LTC, Roanoke, Salem, Botetourt, Vinton, Daleville, Troutville, Fincastle, New River Valley, Christiansburg, Blacksburg, Radford, Elliston, Shawsville, Glenvar, Bedford, Franklin

DAVID W. ELLIS, CFP®, AIF®

Principal, Advisor

 

 

 

David holds degrees from Virginia Tech and Virginia Commonwealth University. He became a financial advisor in 2000, a Certified Financial Planner™ in 2005, and an Accredited Investment Fiduciary™ in 2014. David has served as a financial planner and investment manager for a number of different firms, most recently for the private wealth management group at a large regional bank. In 2011, he formed his independent practice which specializes in comprehensive financial planning and the discretionary management of investment assets. David is a member of the Financial Planning Association and Roanoke Valley Estate Planning Council.

 

David’s firm has been recognized as “The Best Place to Receive Financial Advice” in So Salem, a publication of The Roanoke Times, and he is an Our Health magazine Gold Award Winner in the category of Financial Advisor.

 

 

 

 

 

300 E. 2nd Street

P.O. Box 808

Salem, Virginia 24153

540.389.6060