Your life. Your wealth. Your future.

Pursue what matters most

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. 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.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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Daniel Latimer

Senior Vice President–Wealth Management

Dan has 27 years of experience in the financial services industry, with the last 18 spent at UBS. He holds a Bachelor's of Business Administration degree from Marian University, where he graduated summa cum laude. Dan split his undergraduate studies between Marian and Wake Forest University, and thus is an avid Demon Deacons fan. Dan's focus is on comprehensive financial planning and wealth management for individuals and helping business owners maximize growth and plan for an eventual exit strategy. He and his wife Tonya and their three children live in Fishers, Indiana, where Dan is actively involved in coaching youth sports and traveling with his family.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

  • 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.S., Business Managment, Marian College

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Financial planning
Business Owners
Estate planning strategies
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
  • (317) 816-1876

Email Me

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Advice for business owners

Advice for business owners

Goals-based planning

Goals-based planning

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Investment management

Insights

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

Global Wealth Report 2024

Crafted wealth intelligence

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.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report