Ellie Ivancich, CFP®
Vice President, Wealth Management,
Financial Advisor,
Financial Planning Specialist,
Senior Portfolio Manager
Direct:
(615) 665-4740(615) 665-4740
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
My Story
As a Financial Advisor, Ellie focuses on holistic financial planning—helping clients bring clarity and structure to every part of their financial lives. Outside of work, she enjoys jigsaw puzzles and has found the mindset translates naturally to planning: start with the big picture, sort through the pieces, and build a clear path forward one step at a time. Her goal is to help clients connect the details—cash flow, investments, taxes, insurance, and estate considerations—into a cohesive plan designed to support what matters most to them, and to adjust that plan as life evolves.
Ellie joined the Nashville Legacy Wealth Management Group in 2018. To continue her education and better serve her clients, Ellie earned the CERTIFIED FINANCIAL PLANNER™ designation in 2021.
Originally from the Chicagoland area, Ellie earned her undergraduate degree in Finance from Belmont University, where she was a member of the NCAA Division I volleyball team. She continues to support the Belmont Bruins by serving as a color commentator for Belmont volleyball broadcasts on ESPN+. Inspired by the support she received as a student-athlete, Ellie also mentors student-athletes through the AMP (Athlete Mentor) Program, helping them navigate the transition from college to career.
In the community, Ellie previously served as the 103rd President of the Nashville Junior Chamber. She continues to serve on the executive committee of the STARS Nashville operating board, a nonprofit committed to helping the next generation unlock their full potential, with a focus on mental health and substance abuse. In 2023, Ellie was named one of Nashville’s Top 30 Under 30 Honorees in partnership with the Cystic Fibrosis Foundation. She has also been admitted to Nashville’s Young Leaders Council (YLC), a program designed to develop servant-leaders for nonprofit boards.
In her free time, Ellie enjoys traveling to destinations on her bucket list, trying new restaurants, and relaxing with her puppy, Walter.
Ellie joined the Nashville Legacy Wealth Management Group in 2018. To continue her education and better serve her clients, Ellie earned the CERTIFIED FINANCIAL PLANNER™ designation in 2021.
Originally from the Chicagoland area, Ellie earned her undergraduate degree in Finance from Belmont University, where she was a member of the NCAA Division I volleyball team. She continues to support the Belmont Bruins by serving as a color commentator for Belmont volleyball broadcasts on ESPN+. Inspired by the support she received as a student-athlete, Ellie also mentors student-athletes through the AMP (Athlete Mentor) Program, helping them navigate the transition from college to career.
In the community, Ellie previously served as the 103rd President of the Nashville Junior Chamber. She continues to serve on the executive committee of the STARS Nashville operating board, a nonprofit committed to helping the next generation unlock their full potential, with a focus on mental health and substance abuse. In 2023, Ellie was named one of Nashville’s Top 30 Under 30 Honorees in partnership with the Cystic Fibrosis Foundation. She has also been admitted to Nashville’s Young Leaders Council (YLC), a program designed to develop servant-leaders for nonprofit boards.
In her free time, Ellie enjoys traveling to destinations on her bucket list, trying new restaurants, and relaxing with her puppy, Walter.
Securities Agent: CA, MI, IN, FL, AZ, NY, IL, CO, SC, KY, TX, MN, WI, OK, OH, MS, AR, TN, NC, VA, MD, ME, GA, MT, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1794803
NMLS#: 1794803
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Thorough, thoughtful planning – planning that analyzes where you are as well as where you want to go – is the most important step in establishing a path to your goals.
Our team works with you as we navigate through the Seven Pillars of Planning to explore and help define your objectives and needs, and then structure a wealth plan that is uniquely your own.
We believe our Legacy Process allows us to establish deep and lasting relationships, to deliver hands-on, high-end service in an effort to generate consistently reliable outcomes that are uniquely tailored to you. We draw on our three decades of experience working with clients and their advisors to provide perspective and help solve problems that may seem unusual or unique. Some of the issues we address include helping minimize tax obligations, ensuring portfolios are aligned with estate plans, and providing key investment advice during times of change and transition. To set the tone for our working relationship, you can expect that we will execute the services outlined below.
Our team works with you as we navigate through the Seven Pillars of Planning to explore and help define your objectives and needs, and then structure a wealth plan that is uniquely your own.
We believe our Legacy Process allows us to establish deep and lasting relationships, to deliver hands-on, high-end service in an effort to generate consistently reliable outcomes that are uniquely tailored to you. We draw on our three decades of experience working with clients and their advisors to provide perspective and help solve problems that may seem unusual or unique. Some of the issues we address include helping minimize tax obligations, ensuring portfolios are aligned with estate plans, and providing key investment advice during times of change and transition. To set the tone for our working relationship, you can expect that we will execute the services outlined below.
Our Relationship
We will:
• Ask the right questions to maintain a thorough understanding of your financial goals
• Update your financial information as your situation changes and your needs evolve
• Communicate with you regularly regarding changes to your portfolio and economic conditions
• Understand and monitor your investment risk and its alignment to your investment time frame
• Carefully explain all recommended financial strategies and solutions
• Meet with you regularly to discuss next steps in the Legacy Process as your life unfolds
• Act as your primary financial advisor
• Work hand-in-hand with your trusted advisors when situations warrant
• Treat you with the utmost respect and professionalism
• Ask the right questions to maintain a thorough understanding of your financial goals
• Update your financial information as your situation changes and your needs evolve
• Communicate with you regularly regarding changes to your portfolio and economic conditions
• Understand and monitor your investment risk and its alignment to your investment time frame
• Carefully explain all recommended financial strategies and solutions
• Meet with you regularly to discuss next steps in the Legacy Process as your life unfolds
• Act as your primary financial advisor
• Work hand-in-hand with your trusted advisors when situations warrant
• Treat you with the utmost respect and professionalism
Finding A Plan That Works For You
The financial life of a woman is multi-faceted and nuanced. I am here to help you navigate through all of the milestones you may face. Contact me today and let’s get started.
Women and Wealth Brochure
- Securing your financial future starts with a well-defined financial plan based on the things you value most. Let's work together to build a strong foundation that supports your goals and aspirations.
Location
3102 West End Ave
Ste 200
Nashville, TN 37203
US
Direct:
(615) 665-4740(615) 665-4740
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Ellie Ivancich today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
