People

David Ellis III

David Ellis III

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David
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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

  • Series 7, Series 24, Series 63, and Series 65 securities licenses
  • Forbes America's Top Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Forbes Top 250 Wealth Advisors, 2015-2020
  • Barron's Top Financial Advisors, 2004-2020
  • Financial Times Top 400 Financial Advisors


Community Involvement