Marina Ellis is a Financial Representative at Synergy Wealth Alliance, a boutique wealth management firm located in the Orlando area. She graduated with a Master’s in Law from the Southern State University (formerly Rostov State University) located in Rostov, Russia. Upon graduation, she focused primarily on practicing corporate and labor la
In 2008, she moved to the United States, settling first in Michigan before heading to the sunnier climate of Florida in 2015, where she entered the insurance and financial services business. There, she developed a passion for finance, helping individuals and families manage their wealth, helping them lift the fog from the complicated world of retirement planning and choosing appropriate insurance policies.
After spending 8 years in the industry she decided to move to a smaller, more client-centric wealth services firm. At Synergy, she creates comprehensive strategies for individuals and families to not only preserve their wealth but to help secure stable financial futures through sound financial advice. Besides financial consultation, she also provides insurance solutions that go hand in hand with one’s financial portfolio. All of her strategies are custom-made, dependent on one’s unique situations, needs, and investing timelines. Marina also emphasizes the importance of taking a more active role in one’s own finances - Marina educates her clients so they can better see the bigger picture and understand her financial advice and asset management strategies.
When she isn’t helping people manage their wealth and improve their finances, Marina loves spending time with her two amazing sons - being foodies, they especially love to discover new kinds of cuisines, cafes, and restaurants around Florida and the rest of the country. You can also catch her soaking up the sun at the beach or exploring her adopted country.
Marina loves to give complimentary 15-minute consultations. During your consultation, she’ll discover how she can best fulfill both your short- and long-term financial goals. Don’t hesitate to message her today!