Ellis & Ellis designated as NABCAP Premier Advisor for 3rd year

THE WOODLANDS, Texas -- Ellis & Ellis, a private wealth advisory practice of Ameriprise Financial Services, Inc. located in The Woodlands, has again achieved the status as a NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management. This is the third consecutive year that the firm has been recognized with this prestigious designation within the Houston area.

The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization established to serve the needs of the investing public by helping identify top wealth managers. The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.

The evaluation process assesses 20 categories of practice management which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.

The team at Ellis & Ellis includes: Byron Ellis, CFP®, CLU, ChFC, CRPC, senior partner and private wealth advisor; Barry W. Ellis, CFP®, CRPC, partner; Kiernan A. O’Connor, CPRC, CGPA, CLA, financial advisor; Ron Folwell, CFP®, financial advisor; and Stephen Bauer, CFP®, CPRC, financial advisor.