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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Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
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Marvin Ellis, Sr., ChFC, CLU, CBEC

Marvin Sr.
Contact Information:
Ellis Financial Group, Inc.EFG_02
(801) 295-7373
 533 West 2600 South, Suite 210
Bountiful, UT 84010

Marv “Sr” grew up in WoodsCross and has lived in Davis County all of his life. He met 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 eighteen grandchildren.

Marv has over 32 years of experience in the Security industry. 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 Health and Life 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 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, sailing in the British Virgin Islands, where he has earned the privilege to “captain” his own sailing catamaran.

Marv had been a steadfast support to his wife who passed away in June 2012 after battling breast cancer from the fall of 2008. When his time allows, Marv enjoys giving service in his church and working in the community.


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