Experience Makes all the difference

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.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor Vice President

Bellingham WA

December 2008 - Present

Merrill Lynch

Financial Advisor Certified Financial Manager

Bellingham WA

July 2000 - December 2008

Accomplishments

  • Certified Financial Manager
  • Consumer Finance Champion
  • Consumer Mortgage Champion

Education

  • Bachelor of Arts Business and Finance, Western Washington University 1984

Licenses

  • Series 7 General Securities Representative
  • Series 66 Uniform Securities State Agent
  • State of Washington, Life Insurance Licensed

Personal & Community

  • Board Member Alzheimers Society of Washington
  • Eagle Scout
  • Bellingham Bay Rotary Member

Registered States:

AK, AZ, CA, CO, CT, FL, HI, ID, MN, MT, NC, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI