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A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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  • Matthew Burton

    Matthew Burton CFP

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AL
    • AZ
    • AZ
    • CA
    • CA
    • CO
    • CO
    • CT
    • CT
    • DC
    • DC
    • FL
    • FL
    • GA
    • GA
    • IL
    • IL
    • IN
    • IN
    • KY
    • KY
    • LA
    • LA
    • MD
    • MD
    • MI
    • MI
    • MN
    • MN
    • MO
    • MO
    • MT
    • MT
    • ND
    • ND
    • NJ
    • NJ
    • NY
    • NY
    • OH
    • OH
    • PA
    • PA
    • SC
    • SC
    • TN
    • TN
    • TX
    • TX
    • UT
    • UT
    • VA
    • VA
    • VT
    • VT
    • WA
    • WA
    • WI
    • WI

    A native of Richmond Indiana, Matt is a CFP® and works with approximately 150 relationships across the country.

    Received his undergraduate education from Miami University graduating in 1993 and his Masters in Business Administration from Indiana University in 1998.

    Prior to becoming a Financial Advisor, Matt worked in investment banking in debt underwriting and syndication.

    A Financial Advisor since 2001, Matt focuses on long term retirement planning for his clients with an emphasis on income generation.

    Matt lives in Indianapolis with his wife, Laura, and is the proud Father of three children, Zev, Tova and Ezri as well as two dogs, Vader and Fozzie.

        • CERTIFIED FINANCIAL PLANNER™
        8801 River Crossing Blvd
        4th Floor
        Indianapolis, IN 46240
        matt.burton@ubs.com
        Matthew Burton CFP
        8801 River Crossing Blvd,Indianapolis,IN,46240,8801 River Crossing Blvd,Indianapolis,IN,46240
      • Ronnie Schneider

        Ronnie Schneider, CFP, CRPC

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        Ronnie's financial service industry experience began in June of 2020 after obtaining a Master's in Finance from Indiana University's Kelley School of Business. He completed undergraduate studies in 2017 at the University of North Carolina - Chapel Hill where he was captain of the varsity tennis team. In between degrees, he played professional tennis for two years - competing in 8 different countries on 4 different continents, capstoned by his participation in the US Open Championships held in New York.

        Ronnie lives in Indianapolis where he enjoys all the activities that residing downtown has to offer. He still enjoys playing tennis occasionally but has transitioned his down time athletic pursuits to golf and paddle tennis

          • University of North Carolina - Chapel Hill, Business Administration: 2013 - 2017
          • Indiana University - Kelley School of Business, Master's of Finance: 2019 - 2020
          • CERTIFIED FINANCIAL PLANNER™
          • Chartered Retirement Planning Counselor
          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
          ronnie.schneider@ubs.com
          Ronnie Schneider, CFP, CRPC
          8801 River Crossing Blvd,Indianapolis,IN,46240
        • JoAnna Franz

          JoAnna Franz, CRPC

          Senior Client Associate

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            JoAnna graduated from the University of South Florida, School of Business with a major in Finance and a minor in Economics in 2001. Soon after graduation, she started her career in the financial industry working with an independent broker. While working there, she earned her Series 6 license and had her Florida life and annuity license. In 2008, JoAnna joined the Merrill Lynch Corporation as a Client Associate. While at Merrill Lynch she earned her Series 7 and 66 licenses and was a branch coach for many years. Recently, she earned her CRPC™ designation.

            JoAnna enjoys travelling with her husband, whether it’s trekking across the U.S. or cruising on a ship. She also has 3 grown children, 9 grandchildren and 2 great grandchildren. She absolutely loves to spoil her grands! When she’s not spending time with her family, she enjoys watching sports. Her favorite sports are football and hockey, though she watches many types of sports.

                  joanna.franz@ubs.com
                  JoAnna Franz, CRPC

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                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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