GET READY - The NEW Advanced Planning Series!!

Join Paul Bertrand Ellis, CIMA® , President and Managing Director

of Ellis Wealth Management LLC, as he teams up with James A.

Bergeron, J.D., of Nuveen Investments for an Advanced Planning

Series.

Together they explain financial literacy and family wealth education,

providing insights and practical steps to help you navigate complex

financial areas and support your family's values.

Discover and learn how to grow and keep your assets through

practical steps - while creating a Legacy!

It has been said that it is not how much you make - it is how much

you keep.

Ellis Wealth Management and our friends at Nuveen want you to

grow and keep all that you have worked for -in finances and in Life!

So get ready as we continue our focus on the greatest investment

of all - Human Capital and The Family- and we encourage you to

Invest In What You Love!®

#FinancialLiteracy #WealthManagement

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About the Podcast

EWM INSIGHTS

Ellis Wealth Management, LLC presents EWM INSIGHTS, a content-rich lifestyle podcast that goes beyond the checklists, to-do lists, and mere financial markets to celebrate HUMAN CAPITAL.

Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.

We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.

Most of all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Ellis Wealth Management, LLC
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elliswealthmanagement.net

Ellis Wealth Management, LLC - “Invest in What You Love!"®

About your host

Paul Bertrand Ellis, CIMA®

Paul Bertrand Ellis, CIMA® is the Managing Director of Ellis Wealth Management, LLC

Paul is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through Investments & Wealth Institute and the Wharton School of the University of Pennsylvania.

In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director.

Paul is an active member of the Investments & Wealth Institute, and member of the Mukilteo Chamber of Commerce.

His volunteer activities have included serving as Chair of the Mukilteo Chamber of Commerce, Co- Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past -President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.

Paul also participates in various local community projects and initiatives.

As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities, and is a known engaging guest speaker.

Seattle Magazine has consistently named Paul to The Best Wealth Managers List and he has been named among America’s Most Honored Professionals by American Registry.