UBS Advisor David W. Ellis III Recognized by Forbes/SHOOK and Barron’s for Commitment to Clients
CINCINNATI--(BUSINESS WIRE)--Sep 28, 2021--
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.
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.
View source version on businesswire.com:https://www.businesswire.com/news/home/20210928005698/en/
CONTACT: Media Contact:
KEYWORD: UNITED STATES NORTH AMERICA OHIO INDIANA KENTUCKY
INDUSTRY KEYWORD: BANKING PROFESSIONAL SERVICES FINANCE
Copyright Business Wire 2021.
PUB: 09/28/2021 10:00 AM/DISC: 09/28/2021 10:02 AM