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Current Employer: Ellis and Ellis Financial


Stephen Bauer

Wealth Advisor at Ellis and Ellis Financial
Industry: Finance

College Major: Consumer Economics and Finance

State: Illinois

CWP: 2004 to 2007

"It got me my first position. The mother of one of my intern recruited me to the firm. Also, the average person they hire is 31, I was 23. Now I look back on it to remind me of the basics of sales."

What Has Been Your Proudest Accomplishment Post-CWP?

Acquiring over $10 Million in new Assets Under Management in one year and joining the elite group of advisers who manage $50 million in assets or more.