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David Ellis Email & Phone Number

Founding Partner at EverPar Advisors
Location: Tulsa, Oklahoma, United States 2 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Founding Partner
Location
Tulsa, Oklahoma, United States

Who is David Ellis? Overview

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Quick answer

David Ellis is listed as Founding Partner at EverPar Advisors, based in Tulsa, Oklahoma, United States. AeroLeads shows a matched LinkedIn profile for David Ellis.

David Ellis previously worked as Vice President - Wealth Management, UBS Financial Services Inc. / Portfolio Manager at Ubs. David Ellis holds Bachelor Of Science, Finance from Oklahoma State University.

Company email context

Email format at EverPar Advisors

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EverPar Advisors

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Profile bio

About David Ellis

David is a Founding Partner at EverPar Advisors.Prior to EverPar Advisors, David spent 20 years at UBS where he focused on providing tailored wealth management solutions, estate and financial planning strategies, asset allocation analyses and other strategies to help high-net-worth clients achieve financial well-being.As fourth generation landowners in southeast Kansas, his family proudly grows and markets an abundant supply of wheat, corn, and soybeans. He now assists with the land management aspects of his family’s business. David is also involved in philanthropic endeavors, including serving on the board of The NEHI Research Foundation and being a member of the Finance Committee at Monte Cassino private school.David and his wife, Sheila, have two sons Kinsler (age 12) and Sutton (age 10). He enjoys spending time with his family, coaching his boys’ sports teams, and playing tennis and golf. His family are members at the Tulsa Tennis Club and Oaks Country Club.EverPar Advisors LLC (“EverPar”) is a registered investment advisor. EverPar provides investment advisory and related services for clients nationally. EverPar will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://everpar.com/.

Current workplace

David Ellis's current company

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EverPar Advisors
Everpar Advisors
Founding Partner
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2 roles

David Ellis work experience

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Founding Partner

Current

We are an independent advisory firm committed to helping successful business owners, families, and foundations secure their financial future, enrich their quality of life, and redefine their relationship with money for generations to come.We have an unwavering commitment to achieving your goals through objective advice, customized planning and wealth management services, and unique investment opportunities.

Sep 2023 - Present

Vice President - Wealth Management, Ubs Financial Services Inc. / Portfolio Manager

Ubs

Zurich, Ch

Jul 2002 - Sep 2023
2 education records

David Ellis education

Bachelor Of Science, Finance

Oklahoma State University

Education record

Oklahoma State University
FAQ

Frequently asked questions about David Ellis

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What company does David Ellis work for?

David Ellis works for EverPar Advisors.

What is David Ellis's role at EverPar Advisors?

David Ellis is listed as Founding Partner at EverPar Advisors.

Where is David Ellis based?

David Ellis is based in Tulsa, Oklahoma, United States while working with EverPar Advisors.

What companies has David Ellis worked for?

David Ellis has worked for Everpar Advisors and Ubs.

How can I contact David Ellis?

You can use AeroLeads to view verified contact signals for David Ellis at EverPar Advisors, including work email, phone, and LinkedIn data when available.

What schools did David Ellis attend?

David Ellis holds Bachelor Of Science, Finance from Oklahoma State University.

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