Paul Bertrand Ellis is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through IMCA and the Wharton School of the University of Pennsylvania. In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director. Paul is an active member of the Investment Management Consultants Association, and member of the Wells Fargo Advisors Financial Network. His volunteer activity includes serving as Co- Chair of the U.W Foster School of Business’ B.E.D.C Advisory Board, and Immediate Past -President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington. Paul also participates in various local community projects and initiatives. As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities.
Seattle Magazine named Paul to The Best Wealth Managers List again in 2016, alongside America’s Most Honored Professionals.