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Kathy Ellis Cfp® Email & Phone Number
President and Founder, CERTIFIED FINANCIAL PLANNER™ CFP®, Registered Principal, Financial Adviser
at
Ellis Financial Planning
1 work email found
@raymondjames.com
2 phones found area 931
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Founder, CERTIFIED FINANCIAL PLANNER™ CFP®, Registered Principal, Financial Adviser
Location
Clarksville, Tennessee, United States
Who is Kathy Ellis Cfp®? Overview
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Quick answer
Kathy Ellis Cfp® is listed as President and Founder, CERTIFIED FINANCIAL PLANNER™ CFP®, Registered Principal, Financial Adviser at Ellis Financial Planning, based in Clarksville, Tennessee, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 931, and a matched LinkedIn profile for Kathy Ellis Cfp®.
Kathy Ellis Cfp® previously worked as President & Founder, CERTIFIED FINANCIAL PLANNER™ CFP®, Registered Principal, Financial Adviser at Ellis Financial Planning and CERTIFIED FINANCIAL PLANNER™ at Raymond James. Kathy Ellis Cfp® studied at Austin Peay State University.
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Email format at Ellis Financial Planning
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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Kathy Ellis Cfp®. Compare company email patterns before reaching out.
Profile bio
About Kathy Ellis Cfp®
CERTIFIED FINANCIAL PLANNER™ CFP® and licensed financial advisor with broad experience in all aspects of financial planning. Specializing in helping our clients whether individuals or business owners plan for their specific financial needs with respect to the retirement accumulation phase, retirement distribution phase, business sell / acquisition, trust needs, estate planning and education planning.www.facebook.com/retireconfidentwww.twitter.com/retireconfidentwww.retireconfident.com931-905-0050CERTIRFIED FINANCIAL PLANNER™ CFP®Ellis Financial Planning
Listed skills include Investments, Retirement, Retirement Planning, Wealth Management, and 14 others.
Current workplace
Kathy Ellis Cfp®'s current company
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Ellis Financial Planning
Website
AeroLeads page
5 roles
Kathy Ellis Cfp® work experience
A career timeline built from the work history available for this profile.
President & Founder, Certified Financial Planner™ Cfp®, Registered Principal, Financial Adviser
You may wonder sometimes, "Am I doing everything I should with my money?".The problem is you may not know what to do or where to start.You should not have to wonder if you are doing the right things with your money. That is why we've helped thousands of families create a plan.Here's how we do it: Step 1: We understand You. Step 2: We design Your plan. Step 3: We get You going. Step 4: We help You stay on track.Then you can stop worrying and start living life on your terms.I became a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) in 2006.Specialties: Certified Financial Planner™, CFP®, Financial Adviser, Wealth Advisor, Retirement Planning, Financial Advice, Estate Planning, Business Owners, Attorney, Certified Public Accountants (CPA), Professional Athletes, Industry Professionals, Doctors, Surgeons, Engineers; Dentistfacebook.com/retireconfidenttwitter.com/retireconfidentkathybellis.com Ellis Financial Planning 931-905-0050 2681 Townsend Ct. Clarksville, TN 37043
Certified Financial Planner™
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the US.
Oct 1999 - Oct 2024
Financial Advisor
Prime South Investments
Nov 1996 - Oct 1999
Registered Executive Administrative Assistant & Operations Manager
J.C. Bradford & Co.
Aug 1988 - Nov 1996
1 education record
Kathy Ellis Cfp® education
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Austin Peay State University
FAQ
Frequently asked questions about Kathy Ellis Cfp®
Quick answers generated from the profile data available on this page.
What company does Kathy Ellis Cfp® work for?
Kathy Ellis Cfp® works for Ellis Financial Planning.
What is Kathy Ellis Cfp®'s role at Ellis Financial Planning?
Kathy Ellis Cfp® is listed as President and Founder, CERTIFIED FINANCIAL PLANNER™ CFP®, Registered Principal, Financial Adviser at Ellis Financial Planning.
What is Kathy Ellis Cfp®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Kathy Ellis Cfp® at Ellis Financial Planning.
What is Kathy Ellis Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 931 for Kathy Ellis Cfp® at Ellis Financial Planning.
Where is Kathy Ellis Cfp® based?
Kathy Ellis Cfp® is based in Clarksville, Tennessee, United States while working with Ellis Financial Planning.
What companies has Kathy Ellis Cfp® worked for?
Kathy Ellis Cfp® has worked for Ellis Financial Planning, Raymond James, Prime South Investments, and J.C. Bradford & Co..
How can I contact Kathy Ellis Cfp®?
You can use AeroLeads to view verified contact signals for Kathy Ellis Cfp® at Ellis Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Kathy Ellis Cfp® attend?
Kathy Ellis Cfp® studied at Austin Peay State University.
What skills is Kathy Ellis Cfp® known for?
Kathy Ellis Cfp® is listed with skills including Investments, Retirement, Retirement Planning, Wealth Management, Portfolio Management, Strategic Financial Planning, Securities, and Series 7.
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