Elliott Ellis - Financial Advisor

Elliott Ellis - Financial Advisor Protecting and Providing For What You Care About Most Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

Hi, I'm Elliott, a personal finance enthusiast turned advisor, deeply engaged in the world of financial planning and a devoted motorsports fan. Originally from Orlando, Florida, my journey into finance started after a high school economics class sparked my curiosity about how economies function. This curiosity led me to pursue a degree in Finance at Florida Gulf Coast University (FGCU) in Fort Mye

rs, where I specialized in Financial Services through a program recognized by the CFP Board. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Alliance Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
01/29/2025

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Learn the basics of investing for your retirement with this glossary covering 401(k), 403(b), IRA, Roth IRA, and several...
01/22/2025

Learn the basics of investing for your retirement with this glossary covering 401(k), 403(b), IRA, Roth IRA, and several types of annuities.

Learn the basics of investing for your retirement with this glossary.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?
01/15/2025

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

This calculator shows how inflation over the years has impacted purchasing power.

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by ag...
01/08/2025

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40. But there may be a better approach.

FIRE method encourages aggressive saving to retire by age 40. But there may be a better approach.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
01/01/2025

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Think about these 10 shocking facts during your retirement planning.
12/25/2024

Think about these 10 shocking facts during your retirement planning.

When are you taking your benefits? Considering the timing can help maximize your benefit.
12/18/2024

When are you taking your benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get gu...
12/11/2024

Want guaranteed income in retirement? You don’t need to wish for the now rare pension, you can do it yourself and get guaranteed retirement income with an annuity. Here’s how.

Get guaranteed retirement income with an annuity. Here’s how.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
12/04/2024

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Assets minus liabilities = net worth. When was the last time you calculated yours?
11/27/2024

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Did 2020 shake your financial confidence? You’re not alone. Whatever challenges you faced or are still facing, here are ...
11/20/2024

Did 2020 shake your financial confidence? You’re not alone. Whatever challenges you faced or are still facing, here are things you can do to get back on track.

Did 2020 shake your financial confidence? You’re not alone.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
11/13/2024

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

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14021 Metropolis Avenue
Fort Myers, FL
33912

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+12399336572

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