Edward Jones - Financial Advisor: Jacqui Ellis, CFP®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Jacqui Ellis is a Certified Financial Planner (CFP®) and financial advisor based in Greencastle, Indiana. She provides personalized financial planning and investment guidance, helping clients prepare for retirement, save for education, and make tax-smart investment decisions. As part of Edward Jones, Jacqui emphasizes the importance of face-to-face conversations to understand her clients' financial goals. Her practice focuses on serving individuals and families in the local community.

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