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Meet Daryl

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Read more about the Forbes SHOOK® Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/molly-bennard/2026/07/09/methodology-2026-forbes--shook-top-financial-security-professionals/

Daryl R. Ellis, CFP®, CAP®

Financial Advisor / Principal

"Providing individuals, families and businesses with life insurance, financial products and services that meet their needs is my desire." — Daryl Ellis

As a wealth manager and CERTIFIED FINANCIAL PLANNER™, Daryl helps clients ascertain their specific objectives and goals and what they need to accomplish them, then works with them to create a corresponding financial plan. He believes an effective distribution strategy is key to a prosperous and stress-free retirement, and once clients have a foundational plan in place, he helps them identify the most effective ways to use their resources in retirement. He strives to be proactive in his work, and his favorite words to hear from a client are, “I was just about to call you!” He prides himself in identifying issues before they arise and staying on top of both financial industry trends and his clients’ personal financial worlds.

Daryl joined the New York Life family as an agent in 1995, following his father’s footsteps and his own desire to help others. He quickly established himself as a student of the industry and has received multiple awards and recognitions for his work. He is a Chartered Advisor in Philanthropy®, a CERTIFIED FINANCIAL PLANNER™, and a Louisiana State alumnus. He is also a registered representative for NYLIFE Securities, LLC. Daryl Ellis is also a member agent of The Nautilus Group®*, a resource for estate conservation and business succession ideas available to a select group of New York Life agents nationwide.

With offices in Dallas, Texas, The Nautilus Group® is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members' clients, they provide strategies for consideration by the client's own legal and tax advisors. The work of The Nautilus Group® revolves around estate conservation and business succession. Neither members nor staff of The Nautilus Group may give legal or tax advice. Their role is to educate and motivate affluent individuals to address the planning issues that will affect them and their families far into the future.

Awards, Designations & Education

  • 2022-2024, Daryl Ellis was named as one of Forbes’ Best-in-State Financial Security Professionals Certificant

  • 2022, Daryl Ellis was named as one of Forbes’ Best-in-State Financial Security Professionals Certificant

  • CFP® Certificant

  • CAP® Certificant

  • 2001 through Present Qualifying Member Million Dollar Round Table**

  • LSU Alumni with a BA in Economics

  • Financial Planning Association

  • Baton Rouge Area Foundation Profession Advisors Council - 2022

  • Chairman’s Council Member* - 2021

*Council is an annual New York Life recognition program based on agent production from July 1- June 30.

  • President’s Council Member - 2020

  • National Quality Award Recipient

  • 2013 Recipient of the Best Dressed Benefiting the American Cancer Society

  • Daryl Ellis is also a member agent of The Nautilus Group®*, a resource for estate conservation and business succession ideas available to a select group of New York Life agents nationwide.

Community & Industry Involvement

  • Steering Committee Member – Heritage Ranch

  • Board Member – Good Fellows-Good Samaritans

  • Past-President of the NAIFA-Baton Rouge

  • Past-President of the NAIFA-Louisiana

  • Past-President of the Financial Planning Association-Baton Rouge

  • Past-President of the Sunrise Rotary Club of Baton Rouge

  • Past-President of the Estate & Business Planning Council

  • St. Margaret’s Episcopal Church

  • Sunrise Rotary Club Member

  • Member of the Mystic Krewe of Achilles

  • Past-President of the Baton Rouge Association of Insurance & Financial Advisors

Personal

Outside of work, Daryl enjoys exercising, and unless he’s out of town, he never misses his morning gym session. He’s especially dedicated to this aspect of his routine because in addition to keeping him physically fit, it helps him start his day with intention and focus. He and his wife Tiffany have been married for nine years, and they enjoy traveling together. Daryl also loves spending time with his adult daughter Emory, who lives in Canada. He is currently part of the steering committee for Heritage Ranch, a Christian organization that counsels and supports families in crisis; he is also a board member of Good Fellow-Good Samaritans in Baton Rouge, a program that helps provide clothing and toys to children in need.

Personal Life
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Fun Facts About Daryl
What book has significantly influenced you?

The Slight Edge by Jeff Olson and Atomic Habits by James Clear. The two books go hand-in-hand; they’re about pushing yourself a little bit more and developing good habits that last a lifetime, and that’s something I’m adamant about. Even when everything shut down in 2020, I kept getting up at 3:25AM and going for a run.

If you could eat only one meal for the rest of your life, what would it be?

That’s hard! I’d have to say fried speckled trout with French fries and hushpuppies—they don’t come with calories, so why not?

What’s the best way to spend a free Saturday?

I like to chill around the house, get caught up on reading magazines, cook (mostly on the grill)—basically, just taking it easy!

What should everyone do at least once before they die?

Ride a motorcycle!

Coffee or tea?

Tea—Twinings® English Breakfast, but I don’t have my first cup until around 8:00AM.

**The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Data provided by SHOOK® Research, LLC. Data as of 12/31/23.
Source: Forbes.com (July, 2024).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual, and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Let's Talk

Office: (337) 261-9863
Email: cccourtois@ft.nyl.com

Let's Meet

400 East Kaliste Saloom, Suite 5100
Lafayette, LA 70508
Disclosure

Chad Courtois is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #4694141), CA (CA Insurance License #0H54211), CO, FL, GA, IA, LA, MI, MO, MS, NM, NV, NY, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Chad Courtois is licensed and authorized to offer insurance in California and Arkansas, but ADVANTAGED ASSETS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Chad Courtois is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 E Kaliste Saloom Rd Ste 5100, Lafayette, LA, 70508, 337-261-9863. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, GA, IA, LA, NM, NV, NY, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Chad Courtois is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Creed Courtois is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #21061891), LA, MO, NY, and TX. No insurance business may be conducted outside the states referenced.

Tyson Rivet is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20239502), CA (CA Insurance License #4555869), and LA. No insurance business may be conducted outside the states referenced.

Tyson Rivet is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 E Kaliste Saloom Rd Ste 5100, Lafayette, LA, 70508. In this regard, this communication is strictly intended for individuals residing in the state of Louisiana. No offers may be made or accepted from any resident outside the specific state referenced.

ADVANTAGED ASSETS is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ADVANTAGED ASSETS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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