Ellis Dejesus

Background

About Ellis Dejesus

My name is Ellis de Jesus, and as a CERTIFIED FINANCIAL PLANNER™ (CFP®) with Northbridge Financial Group, I help medical professionals, business owners, retirees and their families manage wealth with a focus on asset protection. A deep commitment on producing results inspires me to develop comprehensive wealth management plans that seek to allow my clients to retire with confidence and leave a lasting legacy. My team and I specialize in creating customized strategies that address complex wealth management issues focused on the comprehensive understanding of our client's goals, situation, and family dynamics.Working with medical professionals and business owners for over a decade, I understand entrepreneurship and the important elements of managing a business through each cycle. By effectively collaborating with CPAs and attorneys, I assist affluent and wealthy families with tax strategies, retirement plans, and risk management. I graduated from the University of Florida with a bachelor's degree in political science and I am a letterman recipient who supports Gator Athletics. I live in Tampa, FL with my wife, Melissa, and my daughter Elena. Our family enjoys kayaking and exercising with friends.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, FL, NJ, PATax and legal services are not offered by LPL Financial or Northbridge Financial Group.