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UBS's David Ellis Named to Forbes List of Top Wealth Advisors

UBS | October 24, 2018

UBS's David Ellis Named to Forbes List of Top Wealth Advisors

Recognized for the third straight year as a national leader in financial services

David Ellis, III, managing director of The Ellis Group, a branch of UBS Financial Services Inc., has been recognized by Forbes as one of the top wealth advisors in the United States, landing on their 2018 Top Wealth Advisors List for the third year in a row. This is Ellis’ second Forbes honor this year, as he was ranked #2 on the Forbes Best-in-State Wealth Advisor List in February. He also received Top Financial Advisor honors from both Barron’s and Financial Times.

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David Ellis receives Forbes recognition for third year in a row (Photo: Business Wire)

“It’s a great pleasure to be recognized among this country’s leading advisors for our team’s commitment to providing our clients with the highest level of service, understanding and guidance when it comes to their financial needs and futures,” said Ellis. “We strive to provide transparency, strong governance and trust. This award reflects that.”

The Forbes Top Wealth Advisors ranking is comprised of the country’s top 250 star advisors who manage over $733 billion in client assets. Ellis is one of just seven wealth advisors from Ohio on the list.

Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research. Of the more than 25,000 nominations Forbes/SHOOK received, they proceeded with only 1,500 in-person interviews, and ultimately narrowed the list to the top 250 advisors based on industry experience, compliance records, revenue produced and assets under management.

The Ellis Group, a branch of UBS Financial Services Inc., serves high net worth clients, managing over $1.5 billion in client assets. The team’s focus centers on offering clients the understanding, financial expertise and transparency. Utilizing personalized planning and investing, The Ellis Group guides its clients through their personal and professional wealth challenges, providing advice that gives them clarity and peace of mind and serves their best interests today and in the future.

For the full list of Forbes Top Wealth Advisors, click here.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' 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 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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.

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