Nick Ellison, CFP®, CKA®
Financial Advisor
(407) 470-1405
(407) 470-1411
[email protected]
Nick is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor® who joined the Stewardship team in 2019. He graduated from Liberty University’s Financial Planning program at the top of his class. During his time at Liberty, he was recognized as one of the 12 recipients of the TD Ameritrade NextGen Advisor Scholarship. Nick has extensive experience in the areas of Comprehensive Wealth Management including Retirement Planning, Investment Management, Strategic and Tactical Tax Planning, Estate Planning and Charitable Giving, and Insurance and Risk Management.
Nick enjoys working with clients who aspire to Live Generously and seek to make a Kingdom Impact as part of their Legacy. He assists his clients with working to reach their goals and using guardrails to live the life that God is calling them to live while also having the freedom to make saving, spending, and giving decisions as a direct result of their financial plan. Nick believes that just as his clients are called to wisely steward the resources that they have been entrusted with, he is called to steward his relationship with his clients with a focus on Faith, Integrity, and aspiring for Excellence in all areas of a client’s plan.
Nick is originally from New Jersey. Nick, his wife Audrey, and daughter Rory attend Lakeside Church and are very active within their community. In addition to spending time at home with their pets, they enjoy traveling, spending time with friends and family, playing on the church softball team, and you will normally catch Nick trying to find time to get out on the golf course.
*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. The Larry Burkett Award is not indicative of any client experience or performance of the advisor.
Nick Ellison, CFP®, CKA®
Financial Advisor
(407) 470-1405
(407) 470-1411
[email protected]
Nick is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor® who joined the Stewardship team in 2019. He graduated from Liberty University’s Financial Planning program at the top of his class. During his time at Liberty, he was recognized as one of the 12 recipients of the TD Ameritrade NextGen Advisor Scholarship. Nick has extensive experience in the areas of Comprehensive Wealth Management including Retirement Planning, Investment Management, Strategic and Tactical Tax Planning, Estate Planning and Charitable Giving, and Insurance and Risk Management.
Nick enjoys working with clients who aspire to Live Generously and seek to make a Kingdom Impact as part of their Legacy. He assists his clients with working to reach their goals and using guardrails to live the life that God is calling them to live while also having the freedom to make saving, spending, and giving decisions as a direct result of their financial plan. Nick believes that just as his clients are called to wisely steward the resources that they have been entrusted with, he is called to steward his relationship with his clients with a focus on Faith, Integrity, and aspiring for Excellence in all areas of a client’s plan.
Nick is originally from New Jersey. Nick, his wife Audrey, and daughter Rory attend Lakeside Church and are very active within their community. In addition to spending time at home with their pets, they enjoy traveling, spending time with friends and family, playing on the church softball team, and you will normally catch Nick trying to find time to get out on the golf course.
*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. The Larry Burkett Award is not indicative of any client experience or performance of the advisor.
