UBS Advisor David W. Ellis III Recognized by Forbes/SHOOK and Barron’s for Commitment to Clients
September 28 2021 - 10:00AM
Business Wire
UBS Wealth Management USA announced today that David W. Ellis
III, a Managing Director and Private Wealth Advisor in Cincinnati,
Ohio, has been recognized for his commitment to clients by being
named to three industry accolades. In 2021, David has been named to
the Forbes/SHOOK Research Best-In-State Wealth Advisors list, the
Forbes/SHOOK Research Top 250 Wealth Advisors list and the Barron’s
Top 1,200 Financial Advisors list.
“We are thrilled that David has received this well-deserved
recognition,” said Michael Gatewood, Midwest Market Head at UBS
Private Wealth Management. “Entrepreneurs, executives and high net
worth families choose to work with David and his team because of
their tailored advice, deep expertise and commitment to helping
them meet their financial and future planning needs.”
With more than 30 years of experience in the financial services
industry, David and his team provide asset and wealth management
services for individuals, families and organizations, and currently
oversee over $2.2 billion in client assets. David holds the Series
7, 24, 63 and 65 securities licenses. He earned his B.S. in
accounting from Syracuse University and is Chairman Emeritus of
Gradison.
Outside of the office, David is 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.
This year’s Forbes/SHOOK Research Best-in-State Wealth Advisors
list is comprised of over 5,000 Advisors across the country,
managing more than $6 trillion in client assets. For the full list
and further information visit:
https://www.forbes.com/best-in-state-wealth-advisors.
The sixth annual Forbes/SHOOK Research Top 250 Wealth Advisors
list recognizes the country's top financial advisors who represent
the future of the wealth management industry. For the full list and
further information visit:
https://www.forbes.com/top-wealth-advisors.
With an average industry tenure of 30 years, this year’s Top
1,200 Advisors and their teams typically serve 750 households, each
of which has an average of $14 million to invest. Each advisor
manages approximately $3 billion in client assets and has an
average client-retention rate of 98.4%. For the full list and
further information visit:
https://www.barrons.com/report/top-financial-advisors.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the Investment Bank.
The bank focuses on businesses that have a strong competitive
position in their targeted markets, are capital efficient, and have
an attractive long-term structural growth or profitability
outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS. Although
neither UBS Financial Service Inc. or its employees pay a fee in
exchange for these ratings, UBS may hire RJ Shook to be a speaker
for events. Past performance is not an indication of future
results.
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Media Contact: Sarah Holsapple
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