David Ellis

David Ellis Email and Phone Number

Founding Partner @ EverPar Advisors
David Ellis's Location
Tulsa, Oklahoma, United States, United States
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/.

David Ellis's Current Company Details
EverPar Advisors

Everpar Advisors

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Founding Partner
David Ellis Work Experience Details
  • Everpar Advisors
    Founding Partner
    Everpar Advisors Sep 2023 - Present
    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.
  • Ubs
    Vice President - Wealth Management, Ubs Financial Services Inc. / Portfolio Manager
    Ubs Jul 2002 - Sep 2023
    Zurich, Ch

David Ellis Education Details

  • Oklahoma State University
    Oklahoma State University
    Finance
  • Oklahoma State University
    Oklahoma State University

Frequently Asked Questions about David Ellis

What company does David Ellis work for?

David Ellis works for Everpar Advisors

What is David Ellis's role at the current company?

David Ellis's current role is Founding Partner.

What schools did David Ellis attend?

David Ellis attended Oklahoma State University, Oklahoma State University.

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