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My Story

In an industry of market ups and downs, Justin recognizes that the small wins are just as important as the big ones. Rooted in a commitment to remaining steady, he finds motivation in building relationships with his clients and sees each interaction as a chance to nurture that connection.

Justin has nine years of industry experience and previously worked in Portfolio Management at Fifth Third. He is a Chartered Financial Analyst (CFA) and is sitting for his Certified Financial Planner (CFP®) exam in 2022.

Since 2015, Justin has served CISE – Catholic Inner-City Schools Education, in various capacities, currently as a member of its Development Committee. He has also volunteered with the Freestore Foodbank.

Justin lives on the East Side with his wife, Anna, and sons Luke and Jack. When he is not in the office, Justin can often be found outside playing golf, spending time with his family, and coaching his son’s youth sports teams.

Justin M. Ellis

Wealth Advisor


Ph: 513.345.6233


  • University of Louisville, Bachelor of Science in Finance
Designations (1)
  • Chartered Financial Analyst
  • Freestore Foodbank
  • Catholic Inner-City Schools Education (CISE)