Ellis M. O'Tuel CRPC@

Ellis M. O'Tuel CRPC@

Principal

Since entering the financial services industry in 2006, Ellis has focused on helping individuals, families and small businesses achieve their financial goals through a comprehensive planning process.

Ellis lives in Pawleys Island SC with his wife Jan. They are the parents of twin sons who are both completing their college education. Ellis’ hobbies include fitness, golf, running, beachcombing and studying history.

He is involved in charitable endeavors primarily by serving as a board member for St. Christopher’s Children. This organization supplies clothing and orthodontic care to needy children in Georgetown County. He is also an active Rotarian with the Pawleys Island Rotary Club and is a Paul Harris Fellow and Past President. He was awarded Rotarian of the Year for 2017-18.

He is an active member of Georgetown Presbyterian Church serving as an Elder, past chairman of the Christian Education Committee and as a Sunday School teacher.

He is also an avid supporter of the Harbor Historical Association and the South Carolina Maritime Museum in Georgetown SC.

He is motivated to provide honest, accurate advice in all life phases of financial planning. His fifteen-year involvement in his family's small business has given him a unique perspective in understanding the needs and issues of businesses and their employees.

Ellis holds the Series 7 & 66 securities registrations through LPL Financial. He is securities & insurance licensed in SC, NC, GA, FL, KY, OH, CA, VA, MD, NY, LA, PA & TX and may only discuss and/or transact business with those located in the aforementioned states. Ellis earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in December 2012. In 1991, Ellis graduated from Wofford College with a Bachelor of Arts degree in Government.