About Chad R. Ellman
Chad has been in financial services for over 20 years and has been blessed with great mentors and successes. He knew at a young age he wanted to be a Financial Advisor and that dream has never waivered, however, what he didn't know at the time was how he would truly enjoy the relationships he has with his clients and that is the reason why he comes to work every day.
Chad began his career at North Star Resource Group and then eventually joined Merrill Lynch where Chad helped clients with estate and investment planning for approximately ten years. In 2009 Chad moved his growing practice to Morgan Stanley and is the team's Senior Financial Advisor and Chartered Retirement Planning Counselor.
In addition, as a Family Wealth Advisor, Chad is able to view and recommend strategies in managing complex generational wealth and inheritances for his clients. This is a unique firm designation and is often multifaceted in managing the family relationships and finances. With Chad's experience in this area, he is able to manage the process effectively and provide direction and guidance to clients in what can be a chaotic time in one's life.
Chad earned his B.S. degree from Mankato State University where he also played football. Chad and his wife, Stacy, reside in Victoria with their two daughters, Madison and Alexis. In his spare time, Chad enjoys hunting, fishing, golfing, and spending time with his family.
Securities Agent: GA, DE, CA, AR, TX, OR, FL, AL, MI, SC, CT, CO, AZ, WI, OK, IA, SD, ND, MN, TN, NY, NV, IL, VA, MA, WA, MS, PA, DC, NE, MO, IN, NH, ME, OH, NJ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1578874