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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
Education
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.
Education
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.
$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
