Ellis DeJesus

Energizer
DISC Type : I

Certified Financial Planner at Northbridge Financial Group

Tampa, Florida, United States

Overview

Ellis de Jesus is a CERTIFIED FINANCIAL PLANNER™ with Northbridge Financial Group, specializing in wealth management and asset protection. He focuses on helping medical professionals, business owners, and retirees achieve their financial goals. He holds both CFP® and ChFC® certifications and attended the University of Florida.

Outside of his professional life, Ellis is a dedicated husband and father to two daughters. As a San Antonio native and an avid outdoorsman, he enjoys spending his free time playing golf and being with his family.

He is deeply committed to helping his clients not only retire with confidence but also build a lasting family legacy.

Personality Overview

Big Picture Person

Informal

Relationship Oriented

They are always positive and upbeat, so take their promises with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Wealth Management
His career is dedicated to developing comprehensive wealth management plans that address complex financial issues for his clients.
Asset Protection
A core tenet of his financial planning philosophy is the strategic protection of his clients' assets for long-term security.
Medical Professional Finances
He has a specialized focus on creating customized financial strategies for the unique needs of medical professionals and their families.

Media Appearances

Ellis de Jesus | Northbridge Financial Group. Featured in Northbridge Financial Group

See Now

Work History

12-2015
Certified Financial Planner at Northbridge Financial Group
9-2013 - 12-2015
Wealth Manager at USAA
10-2012 - 9-2013
Vice-President - Financial Consultant at Charles Schwab

Education

1997 - 2001
Education details unavailable from University of Florida

More Information

Social Presence :

Prographics :

Exp : 13 Location : Tampa, Florida, United States Job Level : N/A Designation : Certified Financial Planner at Northbridge Financial Group
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Insights For Selling To Ellis

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ellis is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Ellis

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Ellis move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Ellis take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Ellis

Personality Compatibility


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