Brian Ellis

Financial Planner

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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.

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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

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Stronger Lineup, Smarter Outcomes: Your 401(k) Investment Review Playbook

Your investment menu might look good on paper, but is it still aligned with participant needs? Here are eight essential steps for your next review.