Associate Profile

P: 949.833.5853

F: 949.833.5810

E: ian@wmsirvine.com

Ian Ellis

Ian Ellis joined Wealth Management Strategies in 2011. Since joining the firm, Ian’s work has included various complex planning and case designs including estate and duration planning strategies, deferred compensation plans, charitable giving, COLI (Corporate Owned Life Insurance) contracts and traditional/private/reverse split dollar plans. Prior to joining WMS, Ian worked in real estate investment and development in southern California. Ian enjoys working on complex cases and finding creative strategies to address client needs. Ian graduated with honors from the University of Southern California in business administration and received his MBA from Brigham Young University.

Ian loves classic cars and coaching youth soccer and baseball in his free time, but his greatest joy comes from spending time with his wife and 3 children.

Education
B.S. Business Administration – University of Southern California

MBA Finance – Brigham Young University

Licenses & Certifications
FINRA Series 7, 66

CA Insurance License 0H39572

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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