Tim Ellis CPA/PFS, CFP®

Senior Investment Strategist,
Wealth Strategist

Since joining W&A in 2014, Tim has been responsible for managing relationships with clients and providing financial planning services covering the areas of retirement, income tax, estate and gift, risk management, and education. In addition to client responsibilities, Tim serves on the firm’s investment committee assisting in portfolio construction and allocation as well as the searching and vetting of portfolio strategies. He is also an occasional author of W&A’s Weekly Strategic Insight commentary.

Tim received his Bachelors in Accountancy and Masters in Taxation from the University of Mississippi in 2008 and 2009, respectively. He completed the CPA exam in 2011 and is a licensed CPA in the state of Tennessee. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2014 and Personal Financial Specialist (PFS) credential in 2015.

After completing his Masters at Ole Miss, Tim started his career at Reynolds, Bone & Griesbeck PLC as a tax associate in 2009. While at RBG, Tim worked with a wide range of clients, performing tax compliance and planning services for individuals, estates, trusts, partnerships, and corporations.

Tim is a member and/or serves on the following organizations:

• The American Institute of Certified Public Accountants

• The Tennessee Society of Certified Public Accountants (Council member and VP of Programs and board of directors for the Memphis Chapter)

• The Financial Planning Association (President-elect and board of directors for the Greater Memphis Chapter)

Tim is originally from Marks, Mississippi, but has lived in East Memphis since starting his career. He is married, and he and his wife, Mary Agnes, are the proud parents to three children, Wilkes, Edie, and Mary Wright as well as a Goldendoodle, Penny.