Broker Check
Bob Ellis, CFP®, MSFS

Bob Ellis, CFP®, MSFS

President

Bob is a Portsmouth, Rhode Island native who moved to New Hampshire in 1997 as a freshman attending Plymouth State College.  As an avid skier, Bob knew he wanted to live close to the mountains. After graduating in 2001, he moved to Manchester and began his career in the financial services industry working for a large financial services company. Bob quickly obtained his Life, Accident, and Health insurance license, his Property and Casualty insurance license, as well as his series 6, 63, 65, 7, and 24 securities licenses.

Within a few years of starting his career, Bob obtained his Master’s Degree in Financial Services from the American College as well as the Certified Financial Planner® designation to help gain knowledge and credibility as a young advisor. Soon after, he became an adjunct professor teaching graduate classes in financial planning at night while continuing to grow his practice during the day.  In 2012, Bob moved to Amherst, N.H., and became more involved in the local community. He has served on several nonprofit boards, volunteered his time preparing income tax returns for low-income residents through the Internal Revenue Service V.I.T.A. program, founded a local Rotary International club, and coached his son’s travel soccer teams.

Over the past 22 years, Bob has expanded his range of services to include employee benefits as well as college, tax, and estate planning. In 2021, he also obtained his Mortgage Loan Officer (MLO) license to be able to offer mortgages, home equity, and other debt solutions directly to his clients.