A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Four people meeting in glass office

Stewart "Stew" Ellison

Vice President–Wealth Management

Financial Advisor

Stew Ellison Started at Merrill Lynch in 2000 and moved his practice to UBS in 2008 as a Vice President. Prior to becoming a Financial Advisor, Stew fished King Crab in the Bering Sea and sold Commercial Fishing Equipment and managed a retail store.

Stew earned a Bachelor of Arts in Business and Finance at WWU in 1984.

Stew adheres to a disciplined process delivering consistent and customized portfolios for individuals/families and/or businesses/corporations. His practice emphasizes total wealth management that considers investing and debt management.

He is an active member of Bellingham Bay Rotary and a Board Member of the Alzheimer's Society of WA. Stew has lived in Bellingham since 1978. His proudest achievements are raising his daughters Megan and Rylie. Stew is an Eagle Scout, and enjoys Whatcom County recreational activities and has competed in all 7 legs of the infamous Ski to Sea race.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • ID
  • NC
  • OR
  • TX
  • VA
  • WA
  • WI

Education

  • Bachelor of Arts - Business and Finance, Western Washington University
925 Fourth Avenue
31 & 32 Floor
Seattle, WA 98104
  • (360) 714-2544

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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