Brian Ellis

Financial Planner

Schedule a Meeting

Experience & Expertise

Brian’s area of expertise is in financial planning. He is a graduate of the University of South Carolina Darla Moore School of Business with a major in finance and international business. Brian is actually returning to Greenspring, having interned with us in 2022 as a Finance Intern. Brian will now focus on helping retirement plan participants through holistic financial planning.

Get Better Acquainted With Brian

Favorite Thing About Working With Clients

“Being able to assist others through complex problems while learning from fresh perspectives every day.”

My Philosophy On Client Service

“Strive for more than just satisfying your clients. Go above and beyond during each and every interaction.”

Maryland 
B.S. in Finance and International Business
Series 66
Series 7
Phoenix, MD
The University of South Carolina
Meals on Wheels
Bridges Baltimore
Spending time with friends and family 
Golfing
Running
Love Your Neighbor
What I Love About Greenspring

"The sense of community. Being able to work with people who are constantly trying to better themselves and the services they provide."

Recent Insights

2026 Compliance Calendar

Stay ahead of deadlines with help from our annual Compliance Calendar.

Plan Sponsor Newsletter: Strengthening Fiduciary Leadership

From executive benefits to employee engagement and cybersecurity policies, this quarter’s newsletter focuses on effective strategies for plan sponsors.

Wealth Preservation Across Generations: Financial Planning Strategies

For most of our clients, multi-generational wealth transfer is a top-of-mind priority. When done well, wealth transfers create outsized impact for both heirs and charity while providing you with the peace of mind that your wishes are followed.