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Elissa Lovell CFP® COO
Chief Operations Officer - Partner
Financial Advisor/ Compliance
Elissa discovered her passion for financial planning while enrolled at Purdue University, where she earned degrees in Financial Counseling and Planning as well as Selling and Sales Management. For over twenty years, she has built a career as a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®).
Elissa began her profession by helping high-net-worth individuals solve complex financial planning problems and provide clarity to achieving their goals and dreams. By the time she was 33, Elissa had seen and experienced more than most. In 2017, this career led her on a journey across the country from Chicago to Ranch Capital Advisors in Sarasota.
Elissa loves being a financial planner and learning about clients and their goals. She is passionate about using technology to connect with clients across the country and enjoys implementing processes and checklists to improve efficiency. At Ranch Capital, she has the opportunity to be both an advisor and a leader in the business. Her experiences have equipped her to understand and support clients as they encounter personal triumphs and struggles. She enjoys being an extension of her clients' families.
Besides her Ranch Capital family and working with clients, Elissa has a wonderful husband, Shawn, and three vibrant, inquisitive children, Gabriel, Liana, and Andrew.