David Ellis III
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.
David Ellis III Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor
Academic History
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Bachelor of Science, Accounting
- 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
- Board Member, Cincinnati Children's Hospital Medical Center Foundation
- Board Member, Blue Ash Protective Association
- Board Member, Segoe Foundation