Merrill Lynch Financial Advisor Lee Ellis

Services Offered

• investment advice
• financial planning
• investment management

About

Lee Ellis is a Certified Financial Planner (CFP®) and financial advisor based in Pensacola, Florida. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. His services include financial planning and investment management, aimed at helping clients achieve their financial objectives. Lee serves a diverse clientele, focusing on providing personalized financial guidance to meet their unique circumstances.

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