Office: (231) 728-2418
Toll Free: (888) 295-4373
David Ellis, Senior Vice President, West Shore Bank Wealth Management, started working in the financial services industry in 1974. At West Shore Bank, David provides wealth management services as a Wealth Management Advisor. David also provides estate & probate administration services through West Shore Bank’s Trust Department.
Prior to founding Ellis Capital Management, David worked for two separate independent banks where he started each bank’s trust department. After building the trust department of the second bank up to having assets in excess of $100 million, David felt it was time to start his own independent wealth management and fiduciary service firm. David founded Ellis Capital Management with the philosophy of providing exceptional client focused services for a reasonable price.
David has a bachelor’s degree in Finance and an MBA in Finance from Western Michigan University. He has also received his designation as a Certified Trust and Financial Advisor from the ABA National Graduate Trust School at Northwestern University in Evanston, Illinois. David has been a member of the West Michigan and Lakeshore Estate Planning Councils, Chairman Mercy Health Partners Major Gifts Committee and is currently the President of No More Sideline board of directors. David has also been a member of Grand Rapids Lions, American Red Cross and Friends of Hackley Public Library. David was a founding member of the Curious Kids Museum in St. Joseph, Michigan, the St. Rose Foundation, the Hastings Educational Enrichment Foundation, and the Big Red Leaders Foundation. In 2017, David received the Outstanding Alumni Award from Western Michigan University.
David completed his first book, Planning for Family Business Transition, in February 2017.