Brian Ellis
Senior Wealth Advisor, Managing Director
Bluffton, SC
Brian Ellis is a Senior Wealth Advisor at Rockport Wealth Advisors, bringing over 25 years of dedicated experience to his role. Specializing in Retirement accumulation and Income planning, Brian’s expertise is underscored by a genuine passion for understanding his clients’ unique needs and aspirations. His methodical approach, coupled with a personal touch, has earned him the trust and respect of numerous families seeking financial security.
With a profound dedication to his clients’ financial well-being, Brian holds Series 66 and Insurance licenses, helping to ensure he delivers comprehensive and tailored solutions. Brian’s approach to business is deeply personal, characterized by meaningful connections forged through one-on-one meetings across Ohio, Pennsylvania, and his current residence in Okatie, SC.
Armed with a Bachelor of Engineering in Electrical Engineering from Youngstown State University, Brian’s journey has been marked by a steadfast commitment to helping families plan for their Retirement and Education expenses.
Outside of his professional endeavors, Brian finds fulfillment in family moments with his wife, Avie, sons, Mike and Brandon, and grandson, Lachlan. An active member of his community, Brian dedicates his time to serving his church and indulges in personal interests including fishing, bicycling, and golf.