Global access. Strategic solutions.

Private Wealth Management

Suspension bridge

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Chad McCullough, CFP

Senior Vice President–Wealth Management

Mr. McCullough is a Vice President with UBS Wealth Management.  He brings an objective and analytical approach to addressing both the challenges and opportunities that come with substantial wealth.  As a CERTIFIED FINANCIAL PLANNER™ and CPA (inactive certificate holder), Chad focuses on using tax-advantaged strategies and advanced asset allocation theory in developing and implementing written financial blueprints for clients and their families. 

Mr. McCullough joined UBS from PNC Wealth Management.  Chad previously served as an Executive Director with J.P. Morgan’s Private Bank and as a Manager of Deloitte’s Private Client practice.  Chad holds Bachelor of Arts degrees in Business/Finance and Accounting from Franklin College.  He is active with the Franklin College Alumni Council and the Memorial Day Mile and he previously served on the board of the Johnson County Community Foundation. 

Chad and his wife Emily live in Franklin with their three children Wyatt, Adrie and Chloe. 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WV

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A in Business/Finance and Accounting, Franklin College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
  • (317) 816-1825

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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