Byron Ellis and Stephen Bauer of Ellis & Ellis named Five Star Wealth Managers

THE WOODLANDS, Texas--Byron W. Ellis, CFP, CLU, ChFC, CRPC and Stephen Bauer, CFP, CRPC of Ellis & Ellis have each been selected as a Five Star Wealth Manager by Five Star Professional.

Ellis is senior partner and private wealth advisor, and Bauer is a financial advisor with Ellis & Ellis, a private wealth advisory practice of Ameriprise Financial Services, Inc. located in The Woodlands.

Their selection was the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. Five Star Professional is the largest and most widely published award program in the financial services industry. Five Star Wealth Managers are honored by the selection as a reflection of their hard work and dedication.

Ellis’ top areas of focus include charitable giving, estate planning strategies, and family finances. Bauer is primarily focused on retirement income strategies, estate planning strategies, and wealth preservation strategies. Last fall, Ellis & Ellis achieved the status as a NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management. The firm has been recognized for three consecutive years with this prestigious designation within the Houston area. The team at Ellis & Ellis also includes financial advisors Kiernan A. O’Connor, CPRC, CGPA, CLA and Ron Folwell, CFP.