Our Team

GORDON D. ELLIS, JR. CLU®, ChFC®

“Gaining your trust and confidence is my task. Keeping you, the client, satisfied with service and personal attention is my goal."  -Gordon Ellis

Gordon is a highly trained, fully qualified professional in the field of insurance and financial services, and has represented New York Life for over 42 years. He is recognized as a leader in the industry. Gordon was recently honored as the Baton Rouge Association of Life Underwriters 'Man of the Year. Gordon Ellis is also a member agent of The Nautilus Group®*, a resource for estate conservation and business succession ideas available to a select group of New York Life agents nationwide.

With offices in Dallas, Texas, The Nautilus Group® is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members' clients, they provide strategies for consideration by the client's own legal and tax advisors. The work of The Nautilus Group® revolves around estate conservation and business succession. Neither members nor staff of The Nautilus Group may give legal or tax advice. Their role is to educate and motivate affluent individuals to address the planning issues that will affect them and their families far into the future.

CREDENTIALS

  • Chartered Financial Consultant ®
  • Chartered Life Underwriter ®
  • Member Agent of the Nautilus Group, a service of New York Life Insurance Company
  • National Quality Award, last 36 years
  • Life and Qualifying Member of the Million Dollar Round Table** for 39 years
  • Registered Representative NYLIFE Securities LLC.
  • Chairman's Council Agent in 2009
  • Sunrise Rotary Club
  • Estate and Business Planning Council of Baton Rouge
  • Society of Financial Service Professionals
  • Friends of LSU's School of Music
  • Foundation for Historical Louisiana
  • Mystic Krewe of Achilles Mardi Gras Ball

*The Nautilus Group® is a service of New York Life Insurance Company.
**MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.


 

DARYL R. ELLIS, CFP®, CAP®

"Providing individuals, families and businesses with life insurance, financial products and services that meet their needs is my desire."  -Daryl Ellis

Daryl joined the New York Life family in 1995. He quickly established himself as a student of the industry and an agent who keeps up with current insurance and financial product trends. Offering outstanding service and true concern for his clients, Daryl hopes to earn their trust as he helps clients achieve their insurance and financial goals. As father and son, Gordon and Daryl enjoy a relationship in business, family, and social activities as well. Like Gordon, Daryl is a registered representative for NYLIFE Securities, LLC.

CREDENTIALS

  • CFP® Certificant
  • CAP® Certificant
  • 2001 thru Present Qualifying Member Million Dollar Round Table*
  • LSU Alumni with a BA in Economics
  • Past-President of the Baton Rouge Association of Insurance & Financial Advisors
  • National Quality Award Recipient
  • Financial Planning Association
  • Professional Advisors Council
  • President's Council Member
  • 2013 Recipient of the Best Dressed Benefiting the American Cancer Society
  • Past-President of the NAIFA-Baton Rouge
  • Past-President of the NAIFA-Louisiana
  • Past-President of the Financial Planning Association-Baton Rouge
  • Past-President of the Sunrise Rotary Club of Baton Rouge
  • Past-President of the Estate & Business Planning Council
  • St. Margaret’s Episcopal Church
  • Sunrise Rotary Club Member
  • Member of the Mystic Krewe of Achilles

 

Kellie B. Searles
Associate Financial Advisor

Kellie joined the team in November of 2006.  Her role as an Associate Financial Adviser is to be the number two contact for all of Daryl’s clients and to meet their needs with the highest level of service.  She is present in almost all client meetings and mirror’s Daryl’s licenses holding her LH&A and Series 6, 63 and 65.  She is also a Notary Public in Louisiana.

Kellie has one son, Anthony, who is the light of her life.


 

Ann Levy
Licensed Service Assistant

Ann has been with Ellis Insurance & Financial Group since March 2008.  She attended Louisiana State University and recently obtained her Life, Health and Accident Insurance License in the State of Louisiana.  As a Licensed Service Assistant, she is responsible for policy servicing and a variety of  secretarial duties.  She has two children and two grandchildren.


 

Chase Ponder
Associate Financial Advisor

Chase joined the team in July of 2016, after completing his Bachelor’s degree in Finance at LSU. He is regularly involved with accommodating the needs of clients and contributing his input to the group’s decision making process. He currently holds the following licenses: LA Life, Health, and Accident; Series 7; and Series 66.