UBS advisor David W. Ellis III named to Forbes/SHOOK Best-In-State Wealth Advisors and Barron’s Top 1,200 Financial Advisors lists

Rhea-AI Summary

UBS Private Wealth Management has announced that David Ellis III, a Managing Director in Cincinnati, has been recognized in the Forbes/SHOOK Best-In-State Wealth Advisors list and Barron’s Top 1,200 Financial Advisors list for 2022. This marks his fifth consecutive year on the Forbes list and ninth on Barron’s. With over 30 years of experience, David oversees more than $2.3 billion in client assets, offering tailored wealth management services. His dedication to client service has earned him these prestigious accolades.

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• David Ellis III recognized on Forbes and Barron’s prestigious financial advisor lists, showcasing credibility and expertise.
• Ellis oversees more than $2.3 billion in client assets, indicating strong management performance.

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• None.

CINCINNATI--(BUSINESS WIRE)-- UBS Private Wealth Management announced today that David Ellis III, a Private Wealth Advisor and Managing Director in the firm’s Cincinnati office, has been named to the Forbes/SHOOK Best-In-State Wealth Advisors list and the Barron’s Top 1,200 Financial Advisors list for 2022. This is the fifth consecutive year that David has been recognized on the Forbes Best-In-State list, and the ninth consecutive year he has made the Barron’s Top 1,200 Financial Advisors list.

"David continuously provides his clients with the highest level of expert financial advice with responsive, personal service," said Jon Ramey, Ohio Indy Market Head at UBS Private Wealth Management. "It’s truly gratifying to see him acknowledged for his long-standing dedication and commitment to helping clients achieve their unique financial needs."

With more than 30 years of experience in financial services, David and his team provide asset management and wealth management services for individuals, families and organizations, and currently oversee more than $2.3 billion in client assets. David earned his Bachelor of Science in Accounting from Syracuse University and is Chairman Emeritus of the Gradison Foundation, a private charitable organization based in Cincinnati, Ohio.

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 Best-In-State Wealth Advisors list is comprised of more than 6,500 advisors, managing a collective $10 trillion in client assets. For the full list and further information, visit: https://www.forbes.com/best-in-state-wealth-advisors.

This year’s Barron’s Top 1,200 Financial Advisors list draws from data provided by around 6,000 of the nation's most productive advisors. For the full list and further information, visit: https://www.barrons.com/report/top-financial-advisors.

Notes to Editors

About UBS

UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target 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 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services 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/20220720005669/en/

Sarah Holsapple

sarah@holsapplecommunications.com

(317) 363-6800

https://www.ubs.com

Source: UBS

FAQ

What recognition did David Ellis III receive in 2022?

David Ellis III was named to the Forbes/SHOOK Best-In-State Wealth Advisors list and Barron’s Top 1,200 Financial Advisors list for 2022.

How long has David Ellis III been on the Forbes and Barron’s lists?

David Ellis has been recognized on the Forbes Best-In-State list for five consecutive years and on Barron’s Top 1,200 list for nine consecutive years.

How much client assets does David Ellis III manage?

David Ellis III currently oversees more than $2.3 billion in client assets.

Who is David Ellis III?

David Ellis III is a Private Wealth Advisor and Managing Director at UBS Private Wealth Management in Cincinnati.

What is UBS's involvement in wealth management?

UBS provides financial advice and solutions to wealthy and institutional clients globally, including personal wealth management.