Byron Ellis among top financial advisors in Ariz. conference

THE WOODLANDS, Texas –– Byron W. Ellis has recently attended the fourth-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.

The invitation-only conference was held at the JW Marriott Dessert Ridge, March 21-23 in Phoenix, Ariz.

Ellis is the senior partner and a private wealth advisor with Ellis & Ellis, an Ameriprise Financial Services firm in The Woodlands.

In attendance were 65 of the top 100 independent financial advisors selected in the U.S., as ranked and published in Barron’s August 29, 2011 issue. The annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.

This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Independent Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.

“The work these independent advisors do and their influence will only increase as the nation’s Baby Boomers plan for retirement and all Americans nurture their portfolios and husband their businesses through difficult times,” said Ed Finn, editor and president of Barron’s. “This Summit brings together the industry’s leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial-planning needs.”

Byron Ellis was one of about 350 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event.