David Ellis III

David Ellis III

Formal First Name

David Ellis III is a Managing Director and Private Wealth Advisor at UBS. With over 30 years of experience in the financial services industry, David and his team provides dynamic asset management and wealth management services to their clients, while bringing comprehensive wealth planning insight to practice. David is also committed to supporting his community, serving on the boards of the Cincinnati Children’s Hospital Medical Center Foundation, the Blue Ash Protective Association and the Segoe Foundation. He holds the Series 7, 24, 63 and 65 securities licenses.

Professional Experience

Academic History

Community Involvement