Albert Ellison, Jr., CPA, PFS is the founder and managing shareholder for both Ellison & Ellison, P.C. and Ellison Financial Group, Inc. He graduated from the University of Alabama at Birmingham with a BS in accounting. He is a licensed CPA in Alabama (certificate #5526), Mississippi (R2518) and North Carolina (24276). In addition, Mr. Ellison holds the Personal Financial Specialist (PFS) certification from the American Institute of Certified Public Accountants (AICPA). The CPA firm was formed in January 1996. After many of our clients asked us to become more involved in providing investment and related financial planning advice, we formed Ellison Financial Group, Inc. which began in March 1999. Mr. Ellison has Series 7, 63 and 65 securities licenses. These allow generally all financial products (stocks, bonds, options & mutual funds) to be sold with the exception of futures. The Series 65 is the Investment Advisor Law exam; this allows us to offer fee based investment solutions.

Jennifer F. Ellison, CPA is a shareholder of Ellison & Ellison, P.C. She worked in the tax department with the international CPA Firm of Deloitte & Touche, LLP and joined Ellison & Ellison, P.C. in 1996.

 

Suzie Sudsberry is the office manager for both Ellison Financial Group, Inc. and Ellison & Ellison, P.C. She joined Ellison & Ellison, P.C. in 2007.