$2.8 trillion
In invested assets globally
As of 06/30/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Peter is a self- described “people person” and he strives to not only understand the situations and strategies experienced by his clients, but truly enjoys the friendships that have developed with his clients over the years.
Prior to joining UBS Financial Services in 2016, Peter spent 26 years with Merrill Lynch, holding positions including Financial Advisor, Branch office manager and District Sales manager. He began his career with Dean Witter Reynolds in 1983 where he also held the positions of Branch office manager and Account Manager.
Peter is a CERTIFIED FINANCIAL PLANNERTM professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the designation of Chartered Retirement Planning Counselor (CRPC). Peter attended Indiana University in Bloomington Indiana and majored in Chemistry. Peter and his wife Debbie were married in 1978. They have two grown children and two grandchildren. Their hobbies include golf, scuba diving and travel.
Credentials: Series 3, 5, 7, 8, 15, 63, 65
California Insurance License Number 0F66809
Jason began his career in 1994 at Merrill Lynch where in 1995, he was named Financial Advisor Rookie of the Year. Jason has spent his career fostering relationships with his clients and developing investment strategies to help them preserve their wealth and transfer it to future generations. He knows this trust has been built on years of actively listening to his clients’ needs. Jason works best when being proactive and keeps abreast of both industry and world events that may impact clients.
Jason and his wife Lisa enjoy traveling and spending time with their children and grandchildren.
Credentials: Series 7, 63, 65, 31
California Insurance License Number 0F66813
Prior to joining UBS Wealth Management in 2016, Darin’s career was spent at Merrill Lynch where he joined the industry in 1992. Darin is a portfolio manager who has a disciplined and service-oriented approach that enables him to help clients make well-informed decisions in order to tailor wealth management strategies to clients’ individual goals.
Darin serves as a board member of the Simon Youth Foundation and also serves the youth in his community through coaching basketball and various philanthropic events.
Darin and his wife Jenine live in Carmel and have three sons. His eldest graduated from Purdue University in 2021 while his younger two sons are currently students at Purdue.
Credentials: Series 7, 63, 65, 31
California Insurance License Number 0F66806
Rachel began her career in the financial services industry in 1998 and joined UBS Financial Services in 2016. Rachel believes that planning is an essential component as she assists clients in articulating their goals, implementing strategies and preparing for the unexpected. This is particularly important to her as she herself dealt with the passing of her father and saw firsthand how important it is to be financially prepared for life’s unexpected challenges.
Rachel is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Her vast knowledge working with clients has enabled her to build long lasting relationships, Her greatest reward is when clients realize the goals they set out to achieve.
Rachel and her husband Dominic reside in Carmel and have twin sons, who keep her busy with their involvement in multiple sports. She is a member and currently the treasurer of the Northside Twins and Multiples Club.
Credentials: CFP®, Series 7, 66
California Insurance License Number 0K97313
Brenda has enjoyed a career providing exceptional client service and began working in the financial services industry in 1994, and shortly thereafter started a tenure for over 23 years working alongside Peter Gundy and the team servicing corporate clients and high net worth individuals and their unique needs.
Brenda treasures the strong client relationships she’s built over the years. She is known to be quite the researcher and challenges herself to find needed information and resolutions.
Brenda enjoys reading and lives in Indianapolis with her husband Tim. They enjoy visiting and spending time with their 3 grandchildren.
Credentials: Series 7, 63, 65
Jynene has always loved helping others. Whether it was as Cookie Mom of her daughter’s Girl Scout troop or treasurer of her son’s travel soccer team, she has always found a way to serve.
Jynene joined the financial services industry in 1998 after seven years in customer service in the insurance industry. She feels most at home taking care of others and has been serving the team’s clients since 2001. She also currently serves as a branch coach, keeping up on the latest changes and developments within the firm, being a resource to others and training new hires.
Jynene is an avid reader and lives in Westfield with her husband Mike. Their daughter attends Indiana University and their son is in high school.
Credentials: Series 7, 63, 65
Peter is a self- described “people person” and he strives to not only understand the situations and strategies experienced by his clients, but truly enjoys the friendships that have developed with his clients over the years.
Prior to joining UBS Financial Services in 2016, Peter spent 26 years with Merrill Lynch, holding positions including Financial Advisor, Branch office manager and District Sales manager. He began his career with Dean Witter Reynolds in 1983 where he also held the positions of Branch office manager and Account Manager.
Peter is a CERTIFIED FINANCIAL PLANNERTM professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the designation of Chartered Retirement Planning Counselor (CRPC). Peter attended Indiana University in Bloomington Indiana and majored in Chemistry. Peter and his wife Debbie were married in 1978. They have two grown children and two grandchildren. Their hobbies include golf, scuba diving and travel.
Credentials: Series 3, 5, 7, 8, 15, 63, 65
California Insurance License Number 0F66809
Jason began his career in 1994 at Merrill Lynch where in 1995, he was named Financial Advisor Rookie of the Year. Jason has spent his career fostering relationships with his clients and developing investment strategies to help them preserve their wealth and transfer it to future generations. He knows this trust has been built on years of actively listening to his clients’ needs. Jason works best when being proactive and keeps abreast of both industry and world events that may impact clients.
Jason and his wife Lisa enjoy traveling and spending time with their children and grandchildren.
Credentials: Series 7, 63, 65, 31
California Insurance License Number 0F66813
Prior to joining UBS Wealth Management in 2016, Darin’s career was spent at Merrill Lynch where he joined the industry in 1992. Darin is a portfolio manager who has a disciplined and service-oriented approach that enables him to help clients make well-informed decisions in order to tailor wealth management strategies to clients’ individual goals.
Darin serves as a board member of the Simon Youth Foundation and also serves the youth in his community through coaching basketball and various philanthropic events.
Darin and his wife Jenine live in Carmel and have three sons. His eldest graduated from Purdue University in 2021 while his younger two sons are currently students at Purdue.
Credentials: Series 7, 63, 65, 31
California Insurance License Number 0F66806
Rachel began her career in the financial services industry in 1998 and joined UBS Financial Services in 2016. Rachel believes that planning is an essential component as she assists clients in articulating their goals, implementing strategies and preparing for the unexpected. This is particularly important to her as she herself dealt with the passing of her father and saw firsthand how important it is to be financially prepared for life’s unexpected challenges.
Rachel is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Her vast knowledge working with clients has enabled her to build long lasting relationships, Her greatest reward is when clients realize the goals they set out to achieve.
Rachel and her husband Dominic reside in Carmel and have twin sons, who keep her busy with their involvement in multiple sports. She is a member and currently the treasurer of the Northside Twins and Multiples Club.
Credentials: CFP®, Series 7, 66
California Insurance License Number 0K97313
Brenda has enjoyed a career providing exceptional client service and began working in the financial services industry in 1994, and shortly thereafter started a tenure for over 23 years working alongside Peter Gundy and the team servicing corporate clients and high net worth individuals and their unique needs.
Brenda treasures the strong client relationships she’s built over the years. She is known to be quite the researcher and challenges herself to find needed information and resolutions.
Brenda enjoys reading and lives in Indianapolis with her husband Tim. They enjoy visiting and spending time with their 3 grandchildren.
Credentials: Series 7, 63, 65
Jynene has always loved helping others. Whether it was as Cookie Mom of her daughter’s Girl Scout troop or treasurer of her son’s travel soccer team, she has always found a way to serve.
Jynene joined the financial services industry in 1998 after seven years in customer service in the insurance industry. She feels most at home taking care of others and has been serving the team’s clients since 2001. She also currently serves as a branch coach, keeping up on the latest changes and developments within the firm, being a resource to others and training new hires.
Jynene is an avid reader and lives in Westfield with her husband Mike. Their daughter attends Indiana University and their son is in high school.
Credentials: Series 7, 63, 65
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
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
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.
Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
Your message has been successfully submitted.
Your submission was unsuccessful.