Ellsworth Advisors
Ellsworth Advisors is a fee-based full-service financial advisor. We provide financial planning, asset management, asset allocation, tax, accounting, retirement planning, and estate planning service. We begin by taking a complete overview of your financial needs. We recognize that each client has specific goals, risk tolerance, time horizon, and access to investment opportunities. We work with our clients to craft a comprehensive financial strategy designed to pursue your goals by maximizing returns and minimizing risk. Our most important attribute is watching your blindside and making sure we closely monitor the markets and your changing financial position.
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Verified contacts
12
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
85
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- PJ
Patrick Justice
Managing Director · General Business & Management
EmailPhone - CA
Christopher Ameen
Senior Vice President · General Business & Management
EmailPhone - JD
John Dugan
Vice President · General Business & Management
EmailPhone - EL
Elizabeth Lewis
Administrative Associate · General Business & Management
EmailPhone - MS
Michelle Schwab
Chief Information Security Officer · Other
EmailPhone - PJ
Patrick Justice
Managing Director · General Business & Management
EmailPhone - BB
Brett Baskin
Vice President · General Business & Management
EmailPhone - BB
Brett Baskin
Senior Vice President · General Business & Management
EmailPhone - CP
Chris Prado
Senior Vice President · General Business & Management
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Ellsworth Advisors
7 distinct titles indexed · top 7 shown.
- 4senior vice president
- 2managing director
- 2vice president
- 1administrative associate
- 1associate advisor
- 1associate financial advisor
- 1chief information security officer
Sign up to unlock all 12 contacts at Ellsworth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Ellsworth Advisors
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