James Elios, MBA, ChFC®, CLU®
Wealth Advisor
Elios Financial Group
Jim is president of Elios Financial Group and local branch manager and Registered Principal of LPL Financial, the largest independent Broker-dealer in the nation*. As an independent financial advisor, Jim specializes in comprehensive financial planning and investment management.
Experience:
He has been in the financial services business for 20 years, including retail banking with National City Bank, Cleveland and as financial planner with Lincoln Financial Advisors. He has also traveled extensively throughout the State of Ohio, consulting with financial institutions on developing effective investment and service strategies for retail clients as a wholesaler for a financial services company located in St. Paul, MN. Jim is a frequent public speaker on financial planning issues, providing workshops for companies, government, non-profits and charity organizations including the Social Security Administration, Lincoln Electric, AT&T, and Fairview Hospital/ Cleveland Clinic. He has contributed as a columnist for the Plain Dealer “Ask the Expert” feature column. Jim has made many local Cleveland media appearances including television on Action Channel 19 News and radio on The Lannigan Show 105.7 WMJI. Currently, he is hosting and sponsoring the Discipline Financial Radio Show on WEOL 930 AM.
Education:
He graduated from Bowling Green State University with a Bachelor of Science in Business Administration with a concentration in marketing and finance. He obtained his Masters of Business Administration (MBA) in 1991 from Baldwin Wallace College. He has also obtained the Chartered Financial Consultant (ChFC) ® and Charter Life Underwriter (CLU) from The American College in Bryn Mawr, PA. He is securities licensed through FINRA (www.finra.com) and holds Series 7 and 63 licenses.
Personal:
Jim resides in Avon Lake with his wife, Solveig and their 3 children. He has lived in the area for over 40 years and is a graduate of North Olmsted High School. Jim is active in numerous community organizations, including St. Demetrios Church.
*As reported in the Financial Planning Magazine, June 1996-2010, based on total revenues.
Mark Donnelly, MBA
Wealth Advisor
Elios Financial Group
Mark joined Elios Financial Group in 2005. He is responsible for developing and maintaining comprehensive financial and estate plans. He has expertise in estate planning where he focuses on protecting and preserving assets through the client’s lifetime.
Experience:
He has 15 years of experience in the corporate world, working for large multinational corporations in tax accounting and financial analysis. Mark does educational work within corporations in tax and estate planning, teaching employees how to plan for and implement strategies that protect their assets for their surviving spouses and families.
Education:
He grew up in Cleveland and received his Bachelor’s degree in Accounting from St. Bonaventure University (St. Bonaventure, New York). He completed his graduate work with an MBA from Cleveland State University.
Personal:
Mark, his wife, and their four children make their home in Rocky River.
Ann Escandon
Operations Manager
Elios Financial Group
Ann manages the day-to-day operations of Elios Financial Group, all levels of client service and financial planning operations, including assisting with client reviews and financial plans. She organizes the many client events hosted throughout the year.
Experience:
She began her career in Financial Services as Marketing Director at School Employees Credit Union for 10 years. Before coming to Elios Financial Group, she worked in other capacities gaining experience in life insurance and self-directed IRAs, with her most recent position servicing high net worth clients at Dawson Wealth Management.
Education:
She graduated from the University of Toledo (1990) with a Bachelors of Business Administration, majoring in Finance. Ann has obtained her Ohio Life and Health Insurance license in 2009.
Personal:
Ann is a graduate of Amherst High School and now resides in Avon with her husband and two children.
Ashley Taylor
Client Services
Elios Financial Group
Ashley assists with the day-to-day activities of the office, including reception service and technology administrator support.
Experience:
While attending college, she began working for Elios Financial Group on holiday breaks and during the summer. Her most recent experience has been with Comprehensive Pediatrics, assisting with patient scheduling in a busy medical office in Westlake.
Education:
She is a graduate of The Ohio State University (2009), majoring in Nutrition, and plans to attend Dental School.
Personal:
Ashley resides in North Ridgeville with her parents and brother.
Strategic Alliances
William E. Pappas, CEO, CPA
Affiliate Advisor
William E. Pappas CPA, Inc.
Bill Pappas opened William E. Pappas CPA, Inc. in January 1990. It is a full-service accounting firm that offers corporate and individual tax preparation, client write-up services, management consulting and corporate structuring, as well as family succession planning and partnership structuring. Bill enjoys meeting with clients, getting to know them and their needs and creating a package of services customized to each one.
Experience:
Bill’s 30 years of experience began at Deloitte Touche, where as a staff accountant he was responsible for several large accounts including the cities of Cleveland & Kent, Ohio. Bill then moved into private industry by joining Athens Pastries & Frozen Foods, Inc. in Brookpark, Ohio. As Vice-President of Finance & Administration, Bill managed all aspects of this 10 million dollar company’s financial and cost accounting, including purchasing, mergers and acquisitions. His cumulative experience led Bill to open his own accounting firm in 1990 where he currently services a wide variety of individual and corporate clients. Bill’s approach to accounting is a simple common sense one. He believes that knowledge is power and this philosophy benefits his clients by helping them to understand their business dealings and to make the most informed, educated decisions they can regarding their personal or business finances.
Education:
Bill was born and raised in Cleveland, Ohio. He graduated Cum Laude with a Degree in Accounting from Bowling Green State University in Bowling Green, Ohio. In this ever changing world, continuing education is a top priority for Bill in order to offer the most up-to-date and current information to his clients.
Personal:
Bill has two grown children and resides with his wife, Susan, in North Ridgeville, Ohio. He is the founder of the acoustic/classic rock band “better with BOB” and enjoys writing and recording music in his spare time.
William E. Pappas CPA Inc. is a separate entity from LPL Financial and Elios Financial Group.
About LPL Financial
http://www.joinlpl.com/Branch_Maps/lpl-financial-branch-offices.html
http://lplfinancial.lpl.com/media/client_video.html
The nation's premier independent broker/dealer
LPL Financial was founded with a pioneering vision—to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting more than 11,000 financial advisors nationwide.* We are also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies.
Providing Americans with investment advice has never been more important than now. At LPL Financial, we help financial professionals manage the complexities of running successful organizations by providing our customers with access to:
- Leading-edge tools and technology
- Independent investment research
- Dedicated service and training
- Open product architecture offering investment solutions
This mix of products and services allows our customers to focus on providing investment advice and to help their clients pursue important life and financial goals.
Who we serve
As a diversified financial services company, we serve three distinct customer groups. Independent Advisor Services meets the needs of advisors at every stage of their careers. Institution Services focuses on the needs of banks and credit unions. Custom Clearing Services works with leading financial services companies.
By tailoring our programs and services to the unique needs of our customers, we help them to stay focused on their core areas of expertise, while enabling them to provide outstanding service and strategies to their clients. Being 100% committed to the success of the financial professionals we serve is what has helped LPL Financial become one of the leading diversified financial services organizations in the country, with headquarters in Boston, Charlotte, and San Diego.
We have a proud heritage of helping financial professionals and their clients achieve their personal, professional, and financial dreams. Our strength and resources help provide our customers with a solid foundation for continued growth.
* As reported in Financial Planning magazine 1996-2010, based on total revenues.
