195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses


Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

Linkedin - Pinnacle Equity Solutions - Exit Planning, Succession Planning, Legacy PlanningTwitter - Pinnacle Equity Solutions - Exit Planning, Succession Planning, Legacy Planning

Marvin Ellis, Jr., CBEC

Marvin Jr.
Contact Information:
Ellis Financial Group, IncEFG_02
(801) 295-7373
533 West 2600 South, Suite 210
Bountiful, UT 84010


Marvin T. Ellis grew up in West Bountiful, not too far from where our office is today. After graduating from Viewmont High School he attended the University of Utah and Weber State University. Before graduating from Weber State with a Bachelor of Arts in Technical Sales, he started his own business creating multimedia. He grew the business with multiple employees and had clients covering parts of the world from California to France and the United Kingdoms.

After some gentle persuasion from his father, Marv Jr decided to change careers and join his dad in the financial industry in 2004. Being a second generation advisor, Marv “Jr” is an Investment Advisor Representative, holding Series 6, 7, 63 and 66 industry licenses, with his Health and Life Insurance licenses as well. Currently, Marv Jr is working towards his Certified Financial Planner® certification and Chartered Financial Consultant® designation. His specialty is in Long-Term Care insurance and retirement planning.

A native of Bountiful, Utah he met his wife, Jolyn who also works with the firm as payroll specialist, while attending Weber State University. They are married with three children, who are the passion of his life. He loves coaching his son’s soccer team, traveling to new places and then there is always Disney Land with his kids. His kids are also starting to pick up his enjoyment of golf, and they like to go out together often.

Marv Jr is also a dedicated advocate for his community. His mother was diagnosed with breast cancer in 2008. Much of his community service work is done to give back to those organization that have lengthened his mother’s life. Working with charities like the Huntsman Cancer Foundation, Tough Enough to Wear Pink Night with the Days of ’47 Rodeo, and Juvenile Diabetes Research Foundation.

Marv Jr’s passions are his family, helping people, creating any type of media, golf, racquetball, tennis, outdoor activities, teaching, public speaking and serving within the community.



Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC., member FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. You should discuss any tax or legal matters with the appropriate professional.
Raymond James Privacy Notice