Lawyers: Estate & Probate Salem
Legal, Financial, Fiduciary, & Insurance Services
Vested Partners is a multi-family office providing legal, financial, fiduciary, and insurance services. Robyn Smith Ellis is a wills, trusts, estates, and elder law attorney. David W. Ellis is a Certified Financial Planner (tm) and provides financial planning and investment management.
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A graduate of the University of Virginia and the School of Law at the College of William and Mary, Robyn Smith Ellis has been practicing law since 1999. Robyn received the Martindale-Hubbell Peer Review Rating of AV Preeminent®, the highest peer rating standard, signifying that a large number of her peers rank her at the highest level of professional excellence for her legal knowledge, communication skills and ethical standards.1 Robyn is a member of the National Academy of Elder Law Attorneys and the Virginia Academy of Elder Law Attorneys. She has served on the board of directors of local organizations such as the Salem Educational Foundation, the Salem Museum, the Adult Care Center of Roanoke Valley, and the local chapter of the Alzheimer’s Association. She has also served as President of her children’s elementary school PTA. Robyn has been recognized as a “Best Lawyer” in So Salem, a publication of The Roanoke Times; a “Blue Ridge Best of: Retirement Living Awards” winner in the area of Elder Law Attorney in Our Health magazine; and a recipient of a Best Lawyers Silver Medal in the area of elder law from the Roanoker Magazine.
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Link: Robyn Smith Ellis
David holds degrees from Virginia Tech and Virginia Commonwealth University. He became a financial advisor in 2000, a Certified Financial Planner™ in 2005, and an Accredited Investment Fiduciary™ in 2014. David has served as a financial planner and investment manager for a number of different firms, most recently for the private wealth management group at a large regional bank. In 2011, he formed his independent practice which specializes in comprehensive financial planning and the discretionary management of investment assets. David is a member of the Financial Planning Association and Roanoke Valley Estate Planning Council. David’s firm has been recognized as “The Best Place to Receive Financial Advice” in So Salem, a publication of The Roanoke Times, and he is an Our Health magazine Gold Award Winner in the category of Financial Advisor.
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Link: David W. Ellis
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