Byron W. Ellis,  CFP<sup>&reg;</sup> - Financial Advisor

Byron W. Ellis, CFP®

CLU, ChFC, CRP

Managing Director

United Capital Financial Advisers

1450 Lake Robbins Dr, Ste 400
The Woodlands, TX 77380
(281) 907-5100 CONNECT WITH Byron
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General

Byron Ellis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Capital Financial Advisers in The Woodlands, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRPC, CLU

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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