Ellis McCasland, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

About Ellis

The key to successful investing is to develop a strategy now that can help you reach your future goals. At Edward Jones, we work extensively in meeting the needs of individual investors by helping them map out long-term investment strategies.

As your Edward Jones branch team, I believe it’s important to invest our time to understand your financial goals before you invest your money. Working closely with you and your CPA, attorney and other professionals, our passion is providing tailored solutions for clients with complex financial needs. I can assist with estate considerations, legacy and asset protection strategies, as well as...

Work History

  • Edward JonesApril 2017 to Current

Education

  • Texas Tech UniversityBachelors

Personal Interests

  • Cycling
  • Golfing
  • Skiing
  • Traveling

Team Members

  • Lisa Motsch
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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