Monique L. Ellis
Champion for Financial Freedom.
Monique Ellis is a Licensed Investment Adviser formerly with Merrill Lynch, Pierce, Fenner & Smith, Inc. She holds a Masters of Business Administration, Masters of Human Resource Management, and is a Chartered Retirement Planning Counselor. Monique believes that the lack of knowledge creates an invisible ceiling that stifles financial freedom. She also believes that if you can control your finances, you can enjoy your time and weather the unexpected storms of life. Her goal is to help individuals achieve clarity in their finances and empower them to change their financial trajectory and create generational wealth.
Monique, thank you for being so patient with me! I'm grateful for the structure that you brought to my finances and your consistent accountability check-ins. As a result of our sessions, I am spending less, saving more, and investing for retirement!
~M. Stevens ”
Before meeting Monique Ellis, my finances were all over the place. A single mother of four, working, paying bills, and taking care of my boys. I had income but no knowledge of how to get out of debt and secure my future through savings and investing. With the advice and planning obtained from Ms. Ellis, I felt confident establishing my investment accounts. Thank you so much Monique for encouraging me to invest in my future. Now, I'm on way to creating a legacy for my children and it feels amazing!! ~W. McGuire ”
Ellis I want to thank you so much for sharing your amazing gift with me! The class I had with you was so enlightening, informative, educational and more than helpful!! Your passion for helping people understanding how to make money work for you instead of working so hard for money is amazing!!! Thank you so much I will always be grateful to you and your company!!!!! ~Carla Garmon ”