Donna Ellis, NSSA® Advisor · Montgomery, OH

Donna Ellis is a dedicated Private Wealth Manager at Creative Planning in Cincinnati, OH, with nearly three decades of experience in the financial services industry. As a Certified Financial Planner™ (CFP®), she provides knowledgeable and reliable guidance, focusing on holistic financial planning that encompasses all aspects of her clients' financial lives.

Donna takes the time to understand each client's unique situation, helping them make informed decisions about when to begin receiving Social Security benefits and has a team to help you navigate the complexities of Medicare. Her comprehensive approach goes beyond investments, ensuring that every element of your financial picture is aligned to help you achieve your retirement goals. Her goal is for you to have financial peace of mind.

Donna Ellis has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.

Clients appreciate Donna's warm demeanor combined with her professional expertise, making her a trusted partner in planning for their financial futures. Whether you are seeking to optimize your Social Security benefits or develop a full retirement plan, Donna is committed to providing the personalized service and insights you need for a secure and fulfilling retirement.

Contact Donna