Carl Ellis Joins Bar Harbor Financial Services
Concord, New Hampshire (October 15, 2018) –Bar Harbor Financial Services is pleased to welcome Carl Ellis, Financial Consultant. Carl helps individuals achieve their personal financial goals by reviewing their current financial situation and suggesting appropriate solutions based on their risk tolerance, investment experience, and time horizon. Working from the Charter Trust Company office at 90 North Main Street in Concord, New Hampshire, Carl serves clients throughout southern New Hampshire and can be reached by calling 978-290-2295. Bar Harbor Financial Services provides investment and retirement planning services for individuals and businesses, education funding solutions, and life and long term care insurance to help manage risk.
Carl began his career in finance in 2015 with a goal of becoming a financial planner. Working for Bankers Life and Casualty Company, he started helping clients with long term care insurance, annuities, and life insurance products. Most recently he worked for Fidelity Investments assessing clients’ financial needs and offering appropriate solutions to help meet their goals.
Carl grew up in Gloucester, Massachusetts, but graduated high school from Kimball Union Academy in Meriden, New Hampshire. He earned his bachelor’s degree from Suffolk University. Carl is passionate about sports, especially golf and hockey. In 2004 he founded Young Legends Street Hockey in Gloucester, Massachusetts, and currently serves as the organization’s president. Carl resides in Concord, New Hampshire, with his wife, Erin, and their four young children.
Bar Harbor Financial Services is a branch office of Infinex Investments, Inc., an independent registered broker-dealer offering securities and insurance products which is not affiliated with Bar Harbor Bank & Trust. Investment and insurance products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.