Profil
Ms. Stacey M.
Ellis is a Director-Client Services at Doyle Wealth Management, Inc. She has extensive years of investment management experience working with large financial institutions and municipalities.
She began her career in 2001 as a Fixed Income Analyst and went on to work directly with institutional clients providing investment strategies and service for their accounts.
Prior to joining Doyle Wealth Management, she worked at RBC Capital Markets (formerly William R.
Hough & Co.) and was Vice President, Institutional Sales at Raymond James & Associates.
Vice President by Raymond James & Associates.
Ms. Ellis graduated magna cum laude, with a Bachelor of Science degree in Finance from University of Florida in 2001 and earned her Masters of Business Administration degree from University of Florida in 2010.
Anciens postes connus de Stacey M. Ellis
| Sociétés | Poste | Fin |
|---|---|---|
| William R. Hough & Co. | Corporate Officer/Principal | - |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Corporate Officer/Principal | - |
Doyle Wealth Management LLC
 Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Sales & Marketing | - |
Formation de Stacey M. Ellis
| University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance Doyle Wealth Management LLC (DWM) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Bob and Jillian Doyle in 2005 and is a subsidiary of CI Private Wealth LLC, ultimately owned by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. DWM provides financial and estate planning services, portfolio management, and general consulting services to individuals, endowments, foundations, corporations, trusts, estates, and charitable organizations. | Finance |
| William R. Hough & Co. | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |