Team profile


What you can expect when you work with us

At Ellisor Wealth Management, we believe having strong client relationships is the most essential aspect of what we do. Our commitment is to provide the highest level of service while working with you and your family members to inspire financial confidence across generations. We enjoy getting to know you and what’s important to you, which helps create a personalized plan together to achieve your goals. Whether your financial journey is just beginning, or you’ve been on the path for years, you are important to us. Let our experience and dedication help pave the way to your financial destination.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Awards & recognition

  • James Ellisor, Ameriprise Ultimate Digital Excellence Award, 2022 and 2023
  • Rose Ellisor, Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

2023 - Tennis4Cancer and National Day of Service
2023 - Tennis4Cancer and National Day of Service

Sponsor of Tennis 4 Cancer, A Rotary Club of Orange Park and American Cancer Society annual event (Fleming Island, Florida)

Member of Rotary Club (Jacksonville, Fleming Island)

Volunteer for Feeding Northeast Florida

Complimentary Services for Friends and Family

As a benefit for our clients, we are happy to provide these complimentary services to their friends and family.

Call one of our offices to schedule!

*20 minute "Ask Anything"consultation

*30 minute "Second Opinion on your Portfolio"

*45 minute "Financial Planning Overview"