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

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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.

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Contact Us

Marvin Ellis, Sr., ChFC®, CLU, CBEC®

 
Contact Information:
Wasatch Wealth
(801) 295-7373 x1
533 West 2600 South, Suite 210
Bountiful, UT 84010

 

Branch Manager

Marv “Sr” grew up in WoodsCross and has lived in Davis County all of his life. He met LaRene, his wife of 42 years at Viewmont High School while performing in the play Brigadoon. His wife applied his makeup. Together they have six children and twenty one grandchildren. Marv was a steadfast support to his wife who passed away in June 2012 after battling breast cancer for almost four years.

Marv is thrilled to be married again to his current wife, Joyce. They met online while Joyce was in Virginia. Joyce also lost her husband to cancer. Together they have eleven children and thirty eight grandchildren. They are both excited to have a companion to share life’s many adventures.

Marv has over 32 years of experience in the Securities industry. He has added the Certified Business Exit Consultant designation to his many credentials. He has specialized in the retirement side of the business by helping companies set up and run their retirement plans and by helping individuals prepare for and live in retirement. He has his series 7, 63, 66, and 8 securities licenses and he serves as our branch manager. Marv also has Life and Health insurance licenses. Prior to coming to Raymond James he was the 401(k) Specialist at Northwestern Mutual Financial Network for 15 years. Preceding Northwestern he consulted with employers and other professionals and helped design retirement plans while an employee at Rafferty & Company, a local third party administrator. Marv was also the Retirement Planning Coordinator at Merrill Lynch while he was a broker there for three years and Supervisor of Retirement Benefits at United Parcel Services (UPS) where he worked for 7 years. Marv is a graduate from the University of Utah with a BS in Economics. His passions are his family, horseback riding, gardening, traveling the country in his RV and sailing in the British Virgin Islands where he has earned the privilege to “captain” his own sailing catamaran.

 

 

 

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