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  Financial Advisor
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Lou Ellis

2965 COLONNADE DRIVE
ROANOKE, VA  24018
(540) 772-0500
Louis.Ellis@morganstanley.com
 
 
 
Profile
 
Education
- Roanoke College
 
Distinctions
- Financial Advisor
- Certified Financial PlannerTM practitioner
- Chartered Financial Consultant® 		 
Years at Morgan Stanley
8 years
 
Years Registered
10 years
 
Other Information
Enjoys Collecting Art Deco Objects

 
Click here to view Lou's licenses and states of registration.
 
 
Investment philosophy
 

Professional Approach

Because the most viable financial plans evolve over time, we guide you in reexamining your day-to-day investment activity. We help you recognize where your financial plans can be flexible and where they must stay firm.

Where We Start

First, we talk about your hopes and expectations. Then, by crafting a flexible, yet comprehensive plan, we help you:

  • Pinpoint your needs and goals.
  • Analyze your overall financial situation.
  • Identify your timeframes and your tolerance for risk.
  • Implement the plan and review your investment performance on an ongoing basis.

We show you how to take a disciplined approach to investing. And we also discuss the differences in specific investment opportunities - such as stocks, bonds and mutual funds - so you can make informed choices that fit with your near- and long-term goals.

Contact Me

If you want a Financial Advisor for today and tomorrow, Contact Me.
 
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 
 
 
 
 
 
 

 
 
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