Request a Meeting

Request a Meeting

Sorry, no posts matched your criteria.

Donna Ellis

Wealth Manager

Donna serves as a Private Wealth Manager, working closely with her clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Donna covers all aspects of professional wealth management.

With over 24 years of experience in the financial planning and investment industry, Donna offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Donna served as a Client Service Advisor at an independent investment firm, where she worked with high-net-worth individuals and families. Donna was involved in portfolio construction, financial plan creation and execution, investment management, compliance and Social Security.

Donna earned a Bachelor of Science degree in Public Affairs Management from Michigan State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Donna holds a National Social Security Advisor Certificate to assist clients through the Social Security decision making process.

Donna and her husband, Steve, enjoy spending time with their children, Cameron, Abby and Sami. Donna likes to be outdoors walking her dogs and enjoys watching her husband coach basketball.

*See all Creative Planning disclosures and sources.

Sorry, no posts matched your criteria.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021