Barry Ellis

Barry Ellis

Managing Partner

Phone: 770-487-7979
Fax: 770-487-1185
E-mail:
 

Focus

Barry partners with clients to help establish and achieve financial goals through objective planning and management of investment assets.  His focus is to help build, manage and preserve client’s wealth.

 

Background and experience

For two decades Barry has helped clients define their financial goals and has offered advice, experience and guidance to move these goals toward reality.

Barry began his career as a Financial Advisor in 1993, establishing and building a successful financial services practice.  In 2008, Barry and his partners, Elizabeth Whitlock and Melinda Whitlock, formed Whitlock Ellis Wealth Management. He serves as the Managing Partner of the firm.  This team approach delivers the strengths developed over 72 years of combined investment experience.

His securities registrations include Series 7, Series 9, Series 10, Series 63 and Series 66.  Additionally he holds Georgia Insurance License No. 480790.

In 2006, Barry earned the Certified Financial PlannerTM (CFP®) certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. He also holds a Financial Planning certificate from Kaplan University.

 

Away from the office

Barry spends his free time with his wife of twenty years, Kelli, and their three sons, Sam, Jake and Luke. Barry and Kelli are active in their community, both are volunteers at their boys’ school and sport programs. The family enjoys water sports and spending time at the lake.  Barry enjoys attending the Atlanta United Soccer games, but, his ‘happy place’ is in his back yard cooking for the family on his ‘Big Green Egg.’