Matthew Ellis

Matthew Ellis
Premier Banker

1645 Bradley Park Dr

Columbus, GA 31904-3072

About me

Background

Matthew Ellis is a Premier Banker with 14 years of financial services experience and can’t imagine doing anything else. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Matt’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology.

Over the years, Matt has had the pleasure of working with numerous families, all with unique financial situations. He takes the time to understand each client’s full financial picture, goals, and concerns, and, with his team, provides planning-based advice that seeks to overcome those concerns and help them achieve their short- and long-term goals. To him, other than raising his children, there’s truly nothing more rewarding.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's of Business Administration
Columbus State University

Personal interests

Matt lives in Harris County, GA with his wife, four children, golden retriever, and their free-range chickens. In the rare event that he has free time, Matt enjoys hiking, fishing, hunting, and just being outside.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

To
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