|
Rollover &
Retirement Specialist
Ellis Liddell
|
Mr. Liddell, is CEO of the
ELE Family of Companies headquartered in Southfield, Michigan.
They include ELE Wealth Management, LLC, a client-based asset
management company; ELE Securities, managing clients’
purchases of stocks and bonds;
ELE Mortgage, a broker
securing underwriting for mortgages; and
ELE Insurance,
brokering life, disability, long-term care, and business
continuation coverage for clients. Ellis is a stockbroker,
insurance agent, retirement specialist, and author/publisher of the
book “Wealth Management, Merging Faith With Finance”. Its
theme is “Wealth is our legacy. Pass it on!”
Excerpt from Business Wire
click to read entire article.
"Investors Capital Corporation, a premier
independent broker/dealer, named Ellis Liddell its top advisor for
2007. Mr. Liddell is a multi-million dollar asset manager whose
branch is
located in Southfield, Michigan. Mr. Liddell repeated as Investors
Capital's top representative, having won the honor in 2006. He
celebrates his fourth year with the firm. In his first year, he
ranked third among his fellow producers; in his second year, he
finished at
number two; in 2006 and 2007, he was number one."
Mr. Liddell's financial advice and commentary have been featured on
radio and television programs and
newspapers in the Detroit,
Dallas and Atlanta areas, as well as in national magazines and on the ABC Radio
network. He is a regular guest on
WCHB’s “Inside Detroit”
program with Mildred Gaddis, and has his own successful drive time
program on Saturdays from 12:00pm to 1:00pm EST. on that same station. The title of his show was “Wealth
Management, the ELE Way” and Detroiters called-in for answers to
financial questions about retirement, financial planning, insurance,
and other money matters. He has conducted
financial seminars and
workshops for thousands in the Detroit area and around the country,
and has key-noted for the prestigious “Investors Capital”
Conference.
Mr. Liddell's brand of financial planning is
unique. It’s personal, designed to meet the needs of the client.
It’s rooted and grounded in sound financial and Biblical
principles. And, it’s mixed with a lot of homespun humor, topped
off with a heavy dose of common sense.
After 25 years of helping people manage,
protect, and grow their assets, Ellis sees a disturbing trend.
African –American’s are less prepared for retirement than their
parents; therefore, less likely to pass on a legacy of wealth.
Mr. Liddell has a Bachelor’s Degree in Business
and Education from Mississippi College. He has served as Vice
President, Barnett Bank, presently known as Bank of America. Sun
America Securities (Vice President), Wachovia Securities Financial
Network (Branch Owner).
He has also presented financial seminars for
such organizations as Hewlett Packard,
AT & T, Lucent, NCR, Texas Instruments, and
numerous religious organizations including the
Potter’s House, lead
by the dynamic Bishop T.D. Jakes. |
