Darrell Ellisor, AIF®, ChFC®, CLU®
Senior Vice President - Retirement Practice Leader
HUB Retirement and Wealth Management
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Background
For over 25 years, Darrell Ellisor has been helping plan sponsors and participants pursue their retirement goals. His extensive experience has made him an industry leader in providing comprehensive plan design assistance, investment and education consulting.
He currently serves as a Senior Vice President – Retirement Practice Leader at HUB Retirement and Wealth Management and serves on the HUB Texas Executive Management Committee. Prior to the HUB International acquisition of Peak Financial Group in 2019, Darrell built a successful practice as a Principal with Peak Financial Group and Financial Advisor for Equitable Life and MassMutual Life.
He was recognized as one of the nation’s Top 401 Retirement Plan Advisors of 2020 as ranked by The Financial Times. Most recently, he and the team have been recognized as a 2022 NAPA Top DC Advisor Team.
Darrell is passionate about serving plan sponsors and participants and leads the firm’s Corporate/Hospital Systems and Executive Benefits segments. He provides 404(c) assistance for plan sponsors so they can seek to operate within ERISA guidelines and provides fiduciary education to plan sponsors and trustees. He understands that clear communication and ongoing education for plan fiduciaries and participants is vital to successful outcomes.
Education, Specialized Training and Registrations:
- B.A., Marketing from Texas A&M University
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Accredited Investment Fiduciary (AIF®)
- FINRA Series 6 and 63 registrations held through LPL Financial
- FINRA Series 65 held through Global Retirement Partners, LLC
Darrell has been actively involved as a leader in several industry groups and charitable advisory committees, including various charity golf tournaments and educational fundraising. A proud graduate of Texas A&M University, Darrell is an outgoing leader who enjoys meeting new people and learning their unique stories. A devoted family man, Darrell enjoys baseball, sporting clays, fishing and hiking.
Advisor Location
9731 Wortham Boulevard, Suite 105 Houston, TX 77065
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting
The Financial Times 401 Top Retirement Advisors 2020 – The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. A total of 855 advisors applied for the award, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
2022 NAPA Top DC Advisor Team – Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. In 2022, 438 applications were submitted and 430 were on the final list. The rating is not indicative of the Advisor’s future performance. No fee is charged to participate.