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David W. Ellis AIF® CFP®

Principal, Financial Advisor

VESTED PARTNERS: A Multi-Family Office


David received his Bachelor's degree from Virginia Tech in 1992, his Master of Fine Arts degree from Virginia Commonwealth University in 1997, and has been working in the financial services industry since 2000. He has a deep appreciation for the educational aspects of financial planning and works to break down complex financial topics into everyday language that his clients can understand.

To further his professional development, David became a CERTIFIED FINANCIAL PLANNER™ in 2005. He specializes in comprehensive financial planning--helping clients take control of their financial future--and in the discretionary management of clients' assets using innovative, proprietary investment strategies. David is a native of Salem, Virginia where he lives with his wife, Robyn, and three children.

Content Disclosure

Legal services offered through Robyn Smith Ellis PLC.

Investment advice offered through Ellis Financial Group LLC, a Registered Investment Advisor in the state of Virginia.

Insurance products offered through Ellis Insurance Services LLC.

Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Readers are cautioned to consult their own tax and investment professionals with regard to their specific situations.