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Samuel Ellis, Cfp® Email & Phone Number

Senior Wealth Management Advisor at Greenleaf Trust
Location: Grand Rapids, Michigan, United States 8 work roles 1 school
1 work email found @greenleaftrust.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@greenleaftrust.com
LinkedIn Profile matched
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Current company
Greenleaf Trust
Role
Senior Wealth Management Advisor
Location
Grand Rapids, Michigan, United States
Company size
205 employees

Who is Samuel Ellis, Cfp®? Overview

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Quick answer

Samuel Ellis, Cfp® is listed as Senior Wealth Management Advisor at Greenleaf Trust, a company with 205 employees, based in Grand Rapids, Michigan, United States. AeroLeads shows a work email signal at greenleaftrust.com and a matched LinkedIn profile for Samuel Ellis, Cfp®.

Samuel Ellis, Cfp® previously worked as Wealth Management Advisor at Greenleaf Trust and Portfolio Manager | Vice President at Northern Trust Corporation. Samuel Ellis, Cfp® holds Bachelor Of Business Administration (Bba), Finance from Grand Valley State University.

Company email context

Email format at Greenleaf Trust

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*@greenleaftrust.com
71% confidence

AeroLeads found 1 current-domain work email signal for Samuel Ellis, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Samuel Ellis, Cfp®

Samuel Ellis, Cfp® is a Senior Wealth Management Advisor at Greenleaf Trust.

Current workplace

Samuel Ellis, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Greenleaf Trust
Greenleaf Trust
Senior Wealth Management Advisor
Grand Rapids, MI, US
Website
greenleaftrust.com
Employees
205
AeroLeads page
Company profile
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8 roles

Samuel Ellis, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Management Advisor

Current
Greenleaf Trust

Kalamazoo, MI, US

Mar 2022 - Present

Financial Representative

Northwestern Mutual Financial Network
Jan 2014 - Jan 2015
Team & coworkers

Colleagues at Greenleaf Trust

Other employees you can reach at greenleaftrust.com. View company contacts for 205 employees →

TG Tony Gerard Tony Gerard Colleague at Greenleaf TrustKalamazoo, Michigan, United States, United States View → SD Steve Davis, Cfp® Steve Davis, Cfp® Colleague at Greenleaf TrustUnited States, United States View → KM Karen Mcnish, Jd, Ctfa Karen Mcnish, Jd, Ctfa Colleague at Greenleaf TrustMidland, Michigan, United States, United States View → VP Victor Perez Victor Perez Colleague at Greenleaf TrustGrand Rapids Metropolitan Area, United States View → LH Lisa Hojnacki Lisa Hojnacki Colleague at Greenleaf TrustPortage, Michigan, United States, United States View → CF Chrissy Fontana-Cummings Chrissy Fontana-Cummings Colleague at Greenleaf TrustSaegertown, Pennsylvania, United States, United States View → AF Ali Fahs, Cfa Ali Fahs, Cfa Colleague at Greenleaf TrustKalamazoo, Michigan, United States, United States View → JJ Jermaine Johnson Jermaine Johnson Colleague at Greenleaf TrustKalamazoo, Michigan, United States, United States View → DB Donna Bourbeau Donna Bourbeau Colleague at Greenleaf TrustGreater Kalamazoo Area, United States View → TR Tyler Rayman Tyler Rayman Colleague at Greenleaf TrustGrand Rapids, Michigan, United States, United States View →
1 education record

Samuel Ellis, Cfp® education

  • Grand Valley State University
    Grand Valley State University
    Finance
FAQ

Frequently asked questions about Samuel Ellis, Cfp®

Quick answers generated from the profile data available on this page.

What company does Samuel Ellis, Cfp® work for?

Samuel Ellis, Cfp® works for Greenleaf Trust.

What is Samuel Ellis, Cfp®'s role at Greenleaf Trust?

Samuel Ellis, Cfp® is listed as Senior Wealth Management Advisor at Greenleaf Trust.

What is Samuel Ellis, Cfp®'s email address?

AeroLeads has found 1 work email signal at @greenleaftrust.com for Samuel Ellis, Cfp® at Greenleaf Trust.

Where is Samuel Ellis, Cfp® based?

Samuel Ellis, Cfp® is based in Grand Rapids, Michigan, United States while working with Greenleaf Trust.

What companies has Samuel Ellis, Cfp® worked for?

Samuel Ellis, Cfp® has worked for Greenleaf Trust, Northern Trust Corporation, Stifel Financial Corp., and Northwestern Mutual Financial Network.

Who are Samuel Ellis, Cfp®'s colleagues at Greenleaf Trust?

Samuel Ellis, Cfp®'s colleagues at Greenleaf Trust include Tony Gerard, Steve Davis, Cfp®, Karen Mcnish, Jd, Ctfa, Victor Perez, and Lisa Hojnacki.

How can I contact Samuel Ellis, Cfp®?

You can use AeroLeads to view verified contact signals for Samuel Ellis, Cfp® at Greenleaf Trust, including work email, phone, and LinkedIn data when available.

What schools did Samuel Ellis, Cfp® attend?

Samuel Ellis, Cfp® holds Bachelor Of Business Administration (Bba), Finance from Grand Valley State University.

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