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    Ellice Papp

    Senior Vice President - Wealth Management: UBS Financial Advisor helping clients manage their wealth to optimize their life.

    Ellice Papp is a highly experienced Senior Vice President of Wealth Management and a Financial Advisor at UBS Financial Services in Palo Alto, CA.

    With over four decades in the investment business, Ellice has a unique perspective, especially beneficial for women clients.

    Her focus is on empowering clients to manage their wealth effectively to enhance their lives with fulfillment, meaning, and joy.

    Ellice assists clients in determining their priorities, leading to tailored asset allocation, investment strategies, wealth transfer, philanthropic planning, wealth preservation, and tax strategies.

    She collaborates with professionals in tax, law, real estate, and insurance to deliver a comprehensive family office experience and achieve clients' holistic objectives.

    Ellice is actively involved in educating clients on ESG (Environmental, Social, and Governance) investing, enriching their wealth management practices.

    Ellice holds a BA from the University of California, Berkeley, and is certified with a UBS Wealth Advisor designation and Certified Investment Management Analyst (CIMA®) Certification.

    She is a member of various prominent organizations including The Contemporary Jewish Museum and the San Francisco Jewish Community Federation.

    In her leisure time, Ellice enjoys engaging in activities such as theatre, opera, museums, fitness, hiking, travel, and exploring diverse cuisines.

    Ellice Papp is registered in states including CA, CO, FL, MA, MI, NJ, NY, OR, PA, and TN.

    Disclaimer: All statements made are personal opinions and do not reflect the views of UBS Financial Services Inc. Communications are for informational purposes only.

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    Location

    Palo Alto, California, United States