Contact
26+
Years of
Experience
Matthew Ellis
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Matthew Ellis

CPWA®

Founding Partner, President

Charlotte, North Carolina

Matthew Ellis linkedin page

704.594.7105

Responsibility

Matt serves as a client advisor in Charlotte, helping to ensure that the full resources of Fidelis and our partners are leveraged for and on behalf of our clients. As President, he is responsible for ensuring Fidelis’ commitment that our clients are always at the center of every decision, as we grow and evolve to serve our clients.

Prior
Positions

  • 5 years at Wells Fargo, leading the Private Wealth Management business for two regions (Mid-South, Carolinas West)
  • 12 years at US Trust as a Senior Portfolio Manager, Regional Investment Executive, Regional Executive and Market Sales Executive
  • 3 years at Smith Barney as a Financial Consultant and Portfolio Manager
  • 4 years at Goldman Sachs as a Private Client Advisor
  • 8 years with the US Navy: Lieutenant, Mission Commander, Tactical Coordinator, Naval Flight Officer and ROTC Instructor

Credentials

  • Certified Private Wealth Advisor®
  • M.B.A., Finance and Investments Concentration, University of Memphis Fogelman College of Business and Economics
  • B.S., English (Honors) with Merit, United States Naval Academy

Personal
Profile

Faith in Jesus Christ is centric to Matt and his family. He has been blessed with the opportunity to serve the body of Christ as a Deacon, Sunday school teacher and involved layman. He also is grateful to our veterans and their families who continue to pay the debt service on our freedom. He gratefully serves on the Board of Centerstone Military Services (Nashville, Tennessee), an organization dedicated to serving the mental health needs of our active duty service men and women, veterans and their families.

Matt and his wife Rhonda try to spend as much time as possible with their 3 wonderful daughters, 3 amazing sons-in-law and 3 beautiful granddaughters. As part of luring their kids to vacation with them, they are continuing to explore the Caribbean, ultimately hoping to have visited each of the different islands. When not exploring the tropics, Matt enjoys an occasional round of golf, always with the hope that one day he will miraculously excel at the game he enjoys, but which frustrates him immensely. He’s also the proud papa of a lap dog named Raleigh.

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