Alex Ellis, CFP®, CKA®, CEPA® in

Alex Ellis, CFP®, CKA®, CEPA®

Examiner · DISC type cs
CEO, Founding Partner at Values First Advisors
📍 Metro Jacksonville, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
CEO, Founding Partner
Job Level
Leadership
Location
Metro Jacksonville, United States
Personality Overview

How Alex shows up

Late Adopter
Tough To Convince
Status Quo Seeker

They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are thorough and always follow a systematic approach.

Priorities

Topics Alex cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2009
CEO, Founding Partner
Values First Advisors
1-2007 - 5-2011
Financial Advisor
American Values Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2022 - 2025
Financial Planning Program Certificate
University of Florida
1992 - 1996
B.A. Biblical Studies
Lexington Baptist College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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