Years of
Experience
Matthew Ellis
Responsibility
Prior
Positions
Positions
- 5 years at Wells Fargo, leading the Private Wealth Management business for two regions (Mid-South, Carolinas West)
- 12 years at US Trust as a Senior Portfolio Manager, Regional Investment Executive, Regional Executive and Market Sales Executive
- 3 years at Smith Barney as a Financial Consultant and Portfolio Manager
- 4 years at Goldman Sachs as a Private Client Advisor
- 8 years with the US Navy: Lieutenant, Mission Commander, Tactical Coordinator, Naval Flight Officer and ROTC Instructor
Credentials
- Certified Private Wealth Advisor®
- M.B.A., Finance and Investments Concentration, University of Memphis, Fogelman College of Business and Economics
- B.S., English (Honors) with Merit, United States Naval Academy
Personal
Profile
Profile
- Faith in Jesus Christ is centric to Matt and his family. He has been blessed with the opportunity to serve the body of Christ as a Deacon, Sunday school teacher and involved layman. He also is grateful to our veterans and their families who continue to pay the debt service on our freedom. He gratefully serves on the Board of Centerstone Military Services (Nashville, Tennessee), an organization dedicated to serving the mental health needs of our active duty service men and women, veterans and their families.