Octavia Bourne

I am currently working toward earning my FINRA securities licenses as I continue to build my path toward becoming a financial advisor. I bring a strong foundation in banking, legal support, and client service, with hands-on experience supporting clients through detailed and often complex processes.

My background in the legal field, particularly in estate planning, has given me a meaningful perspective on the importance of protecting assets and preparing for the future. Through this experience, I have developed an appreciation for the level of care, organization, and attention to detail required to support Jason Ellis in helping clients make informed and confident decisions.

I am motivated by the opportunity to help individuals and families feel more confident about their financial future, and I strive to approach each interaction with clarity, integrity, and a genuine commitment to their long-term success.