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.

Family photos

Daniel Latimer

First 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
  • IL
  • IN
  • KY
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

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

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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

charts

Investment management

Insights

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.