Robert (Razz) Ellison

Robert (Razz) Ellison

Razz is a Lead Financial Advisor and an integral part of the wealth management team at Axial.  He works one-on-one with clients to help build, implement and maintain custom-designed financial strategies to help them pursue their financial goal and objectives.

Razz joined the Axial team as part of our latest acquisition in 2021.  Before that, he was the Branch Director of Investment Operations for Commonwealth Financial Network’s Lynnfield office.

Razz’s concentrates his business attention on working with high net worth individuals, such as entrepreneurs, business owners and retirees.  His philosophy is our clients have our promise that no one will care more about their financial success then we do.

Razz began his life insurance and investment career in 1989 working for New England Financial.  During his career he has earned his Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®) designations from the American College in Bryn Mawr, Pennsylvania.  He graduated from Salem State University in Salem, Massachusetts, with a degree in Sociology in 1992.

In his spare time, Razz enjoys playing golf, listening to music, spin classes, working out with his trainer and attending sporting events.