Broker Check

Nick Ellison CFP®, CKA®

Financial Advisor


Nick officially joined Stewardship Advisory Group in June of 2019 as an Associate Financial Advisor. He worked part-time for Stewardship during his senior year of college at Liberty University while also completing his B.S. in Business Administration: Financial Planning. Nick has completed his education requirement towards the CFP® designation and is currently a candidate for the March 2020 exam. Upon completion of the CFP® requirements, Nick will be seeking to earn his CKA to further develop his expertise in delivering faith based financial advice.

Nick holds the FINRA SIE, Series 7, and Series 66 licenses as well as his health, life, and annuity license. He seeks to serve clients with excellence and desires to help them live their one best financial life.

Outside of work, Nick enjoys spending time with his wife, Audrey. He grew up playing many sports, but now mainly focuses on golf and volleyball. He also enjoys spending his free time in the gym and exploring his surroundings in Florida as he is originally from New Jersey.

*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

Stewardship Advisory Group, LLC

Office: 407-470-1405
Fax: 407-470-1411

885 Sedalia Street
Suite 102
Ocoee, FL 34761

*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.

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Jeff Rogers is an Investment Advisory Representative offering Financial Planning, Investment Advisory, and Insurance Services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. Securities offered through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA, SIPC. Stewardship Advisory Group, LLC and United Planners Financial Services are not affiliated companies.

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