Hi, I’m David Ellis and I’m the Director of Investments and a Partner at EverPar Advisors based in Tulsa, Oklahoma.
As long as I can remember, my grandfather instilled in me the value of a dollar. He was a penny pincher to the extreme, and seeing money being wasted bothered him greatly. Those feelings about money have carried over to me, shaping my analytical and inquisitive approach to wealth management. I feel this career chose me. I cannot remember a time when I didn’t want to be involved in wealth management, starting with the first time I saw the movie Wall Street.
What gets me out of bed every day is the fascinating nature of working in this field. Multiple markets with different reactions to world news create an ever-changing landscape that I love to analyze and understand. I look at those moving parts and build solutions that give our clients comfort, knowing they are taken care of. What I find most fulfilling is researching and finding a solution that solves a need, whether at the client level or finding solutions for our investment platform that meet the needs of our advisors.
My passion is helping ease the worry my clients feel about their financial future. Money was always a topic when I was growing up, and my parents included me in many decisions to help me see what the real world was like. I saw what worrying about the future can do to people’s lives, and the fulfillment I get from helping ease that worry for my clients is the best part of my job.
That’s why I’m committed to being a Forever Partner to the families we serve. The best part of my job is watching our clients use their wealth to create better lives for the people they care about most, today and for generations to come.
Before partnering with me, clients often feel curious about their financial possibilities but frustrated by the lack of clear communication from their current advisor. They’re exploring what else might be available to better serve their family’s needs. Through our partnership, that weight lifts off their shoulders. The burden of worry gets replaced with confidence and relief. They move from wondering “can we do this?” to having clear answers about what their wealth can support, empowering them to make decisions aligned with their values and goals.
If you’re ready for a financial partnership that provides clarity and peace of mind for your family’s future, I welcome the opportunity to have that conversation.