Jacqui Ellis of Edward Jones becomes certified financial planner

Monday, December 12, 2022

Financial adviser Jacqui Ellis of the financial services firm Edward Jones in Greencastle has received the certified financial planner (CFP) certification, granted by the Certified Financial Planner Board of Standards.

Becoming a CFP professional expands a financial adviser’s knowledge base in the following areas:

• Financial management

• Tax-sensitive investment strategies

• Retirement savings

• Insurance planning

• Education planning

• Estate considerations

In addition to the education and examination components of the certification, Ellis also has committed to abiding by the CFP Board’s Code of Ethics and Standards of Conduct.

Ellis’s office is located at 1001 S. Bloomington St., Greencastle.

Ellis and Branch Office Administrator Nancy Arnold can be reached at 653-4779. Persons may also visit her website at edwardjones.com/jacqueline-ellis.

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