Your life. Your wealth. Your future.

Pursue what matters most

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Three generations in front yard

David C. Ellis

First Vice President–Wealth Management

With over 20 years at UBS, David employs strategies that focus on providing tailored wealth management solutions to high-net-worth clients by leveraging the Investment Bank, Asset Management and Wealth Planning specialists with-in the global family of UBS. David assists in all aspects of our consulting engagements and is responsible for estate/financial planning strategies, delivering capital markets research, asset allocation analysis and other strategies that build on the financial wellbeing of each client. David's philanthropic endeavors include serving on the board of The NEHI Research Foundation and is a member of the Finance Committee at Monte Cassino private school. As fourth generation land owners 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 and his wife, Sheila, have two sons Kinsler (age 10) and Sutton (age 8). He enjoys spending time with his family, coaching his boy's sports teams, and playing tennis and golf. His family are members at the Tulsa Tennis Club and Oaks Country Club.

Registered States:
  • AR
  • AZ
  • CO
  • KS
  • LA
  • MA
  • MD
  • MO
  • NM
  • OH
  • OK
  • TX
  • WA


  • B.S. Business Administration and Finance, Oklahoma State University


  • Senior Portfolio Manager
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136
  • (918) 712-3123

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.


Exceptional financial strength and stability

Goals-based planning

Goals-based planning


A way forward

Yoga class

Break the code

The answer to planning your future

Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager