Financial Advisor at Ellis Agency
Fair Bluff, North Carolina
Graham L Ellis II, Financial Advisor, is a licensed independent financial professional at Ellis Agency in Fair Bluff, North Carolina with 31+ years of experience. Specializing in Retirement Income Planning, Estate Planning, Financial Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 910-840-1415
Email: [email protected]
Licensed Independent Financial Professional · 31+ Years Experience · SafeMoney Certified™
Graham L Ellis II is a seasoned professional with over 31 years of experience in the financial services and insurance sectors. His career began with a comprehensive six-year stint at a respected debit company, where he developed essential skills and insights before transitioning to an independent financial advisor.
Parallel to his financial career, Graham cultivated a passion for horticulture, founding a landscaping business shortly after marrying his wife, Jody. This endeavor provided a valuable perspective and a respite from the demands of the financial industry, while he continued to uphold his professional license.
Driven by a profound commitment to client service, Graham eventually decided to focus exclusively on financial services. His primary goal is to help individuals and families establish and maintain their financial legacies with integrity and foresight.
Graham has been married to Jody for 25 years, and they are the proud parents of two children. His professional journey is complemented by a deep dedication to family and community, reflecting his belief in the vital role of comprehensive security—both financial and personal.
Contact Graham today to discuss your retirement planning needs.
Contact for service area information
No media available
No upcoming events
No recent updates
Graham L Ellis II at Ellis Agency offers Retirement Income Planning, Estate Planning, Financial Planning in Fair Bluff, North Carolina. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, Graham L Ellis II is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.