Bruce Ellis, CFP®

Bruce Ellis has been providing personal financial planning for individuals and small businesses since 1984. He is an Investment Advisor Representative with LongView Wealth Management and a Registered Representative with Cambridge Investment Research.

He has worked with many business professionals and retirees, providing planning in areas such as retirement, college funding, insurance, tax and cash flow, tax preparation, investments, and estate planning. Bruce’s greatest desire is to build long-term relationships with his clients. His motivation to be in financial planning came from his desire to help people with objective guidance. “Being independent allows me to offer my clients the best products and services while at the same time putting their needs first.” A top priority is to help clients utilize their assets in the most effective manner.

Bruce is a 1983 graduate of Financial and Estate Planning from Brigham Young University’s School of Management. Bruce continued his education by completing the curriculum to become a Certified Financial Planner™ practitioner in 1987. He is a member in good standing of the Financial Planning Association and the institute of Certified Financial Planners.

Bruce resides in Cumming, Georgia with his wife Karen and their four children. An avid outdoors enthusiast, Bruce spends his personal time as a Scoutmaster, water and snow skier, fisherman, hiker and camper.

bellis@lvwm.com

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