Ellis Mitchell
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ellis Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing personalized financial strategies tailored to clients' unique goals. Beginning his financial services career in 2004, Ellis takes a comprehensive approach to wealth management that starts with understanding each client's priorities and focuses on aligning solutions with their long-term objectives. His expertise encompasses college education planning, divorce transition planning, family wealth strategies, legacy planning, liquidity management, retirement income, and portfolio management services.
Ellis is a CERTIFIED FINANCIAL PLANNER® professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from the University of Alabama System. Ellis emphasizes collaboration to address key life priorities including family finances, health, home, leisure, work, and charitable giving, helping clients navigate financial changes through different life stages.
In addition to his professional work, Ellis serves as a board member of the Choctaw Area Council of Boy Scouts of America and has previously been involved with organizations such as the Boys and Girls Club of East Mississippi and the East Mississippi Foothills Land Trust. Outside of work, he enjoys fishing, golfing, and hunting, often spending time outdoors with his children.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
Divorce financial planning
College savings (529s, UTMA, etc.)
Work history
Bank of America, N.A.
2018 - Present (8 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2018 - Present (8 years)
VOYA Financial Advisors
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
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Other specialized services
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Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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