Meet Our Team

Daryl R. Ellis, CFP<sup>®</sup>, CAP<sup>®</sup> Photo

Daryl R. Ellis, CFP®, CAP®

drellis@ft.newyorklife.com

Phone: (225) 925-8312 x 201

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Daryl R. Ellis, CFP<sup>®</sup>, CAP<sup>®</sup> Photo

Daryl R. Ellis, CFP®, CAP®

Financial Advisor / Principal

"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.

Awards, Designations & Education

  • CFP® Certificant
  • CAP® Certificant
  • 2001 thru Present Qualifying Member Million Dollar Round Table*
  • LSU Alumni with a BA in Economics
  • Financial Planning Association
  • Professional Advisors Council
  • President's Council Member
  • National Quality Award Recipient
  • 2013 Recipient of the Best Dressed Benefiting the American Cancer Society

Community & Industry Involvement

  • 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
  • Past-President of the Baton Rouge Association of Insurance & Financial Advisors
Gordon D. Ellis, Jr. CLU®, ChFC® Photo

Gordon D. Ellis, Jr. CLU®, ChFC®

gdellisjr@ft.newyorklife.com

Phone: (225) 925-8312 x 203

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Gordon D. Ellis, Jr. CLU®, ChFC® Photo

Gordon D. Ellis, Jr. CLU®, ChFC®

Financial Advisor / Principal

“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.

Awards, Designations & Education

  • Chartered Financial Consultant ®
  • Chartered Life Underwriter ®
  • Member Agent of the Nautilus Group, a service of New York Life Insurance Company
  • Registered Representative NYLIFE Securities LLC.
  • National Quality Award, last 36 years
  • Life and Qualifying Member of the Million Dollar Round Table** for 39 years
  • Chairman's Council Agent in 2009

Community & Industry Involvement

  • 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
Kellie B. Searles Photo

Kellie B. Searles

kbsearles@ft.newyorklife.com

Phone: (225) 925-8312 x 202

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Kellie B. Searles Photo

Kellie B. Searles

Director of Operations

Kellie began her employment with Daryl Ellis in the fall of 2006. As the Director of Operations, Kellie’s job is to ensure the business is running smoothly and that we are providing our clients with a level of service that surpasses their expectations. Kellie is responsible for coordinating functions within the financial planning team from your initial meeting, implementation of your plan, and coordination of your reviews. She holds her Life, Health, & Accident License and Series 6, 63 and 65 registrations. Kellie is also a Notary Public in Louisiana.

Kellie and her husband Troy live in Baton Rouge and have three children.

Ann Levy Photo

Ann Levy

gdellisjr4@ft.newyorklife.com

Phone: (225) 925-8312 x 200

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Ann Levy Photo

Ann Levy

Director of Client Services

Ann joined the team at Ellis Insurance & Financial Group in March 2008. She provides direct support to both Daryl and Gordon by overseeing client relationships and ensuring that clients receive a superior level of service. She attended Louisiana State University majoring in English with a minor in Fine Arts. She obtained her Life, Health and Accident Insurance License in the State of Louisiana in December 2012 and was approved as a Licensed Service Assistant in April, 2013. She was recently appointed Director of Client Services for our group.

Ann has two daughters and two granddaughters.

Lou Ellis Photo

Lou Ellis

Phone: (225) 925-8312 x 206

Lou Ellis

Office Manger