As Client Service Manager, David plays an important role in making sure clients are well cared for and that the Ellis team has the support it needs behind the scenes. He joined the firm in 2020 with nearly a decade of experience in financial services, including roles in operations and retirement services at Raymond James and MassMutual, respectively. That experience has given him a strong understanding of what it takes to serve clients well, from anticipating their needs and solving problems to making sure important details are handled with precision. Most importantly, David genuinely loves helping people, and he enjoys being part of a dedicated team whose mission is to do just that.
Originally from Knoxville, Tennessee, David now lives in Clarksville with his wife Sara and their three children, Ellie, Danny, and Jack. He is a loyal Tennessee Volunteers football fan and enjoys hiking, swimming, visiting museums, creative writing, and traveling with his family. He appreciates making the most of life’s adventures, especially when they give him the chance to spend meaningful time with the people he loves. One of his favorite traditions is gathering with extended family at Sunset Beach, North Carolina, where his family has vacationed since before he was born.
Fun Facts
If you could spend the day with a fictional character, who would you choose?
Marty McFly from Back to the Future.
What’s one thing you’ll never throw away?
A journal I started in high school.
What’s your favorite holiday tradition?
Around Christmas, we walk along the river to see the Christmas lights, then drive around looking at decorated houses.
SEC Investment Adviser Public Disclosure (IAPD) | David Jimmerson