Lasting relationships. For all that matters

Millian Group

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Henry Millian

    Henry Millian

    First Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • MI
    • NC
    • NV
    • PA
    • RI
    • TN
    • TX
    • VA

    Henry has been in the financial services industry since 1986 and joined UBS Financial Services, Inc. in 2008. Prior to joining UBS, he worked with Swartz Retson P.C., Certified Public Accountants for 5 years and practiced as a CPA sole practitioner with Millian and Associates for 6 years. Proceeding his CPA experience, Henry worked as a financial advisor with Merrill Lynch for 22 years.

    Henry graduated from Valparaiso University in 1975 with a business degree in accounting. Henry is FINRA-registered and holds Series 7 and Series 66 securities licenses and insurance licenses. As a licensed CPA, Henry is a member of the Indiana CPA Society and the AICPA. Henry is a member of Immanuel Luthern Church in Valparaiso, IN. He served a term as the church treasurer, and is a charter officer of the Shorewood Forest Lions Club. Henry enjoys working on his yard and tinkering in the garage. He also enjoys spending time in the Northwoods of Wisconsin fishing. Henry and his family reside in Valparaiso, IN.

          One North Wacker Drive
          Chicago, IL 60606
        • Patrick Millian

          Patrick Millian

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • IL
          • IN
          • MI
          • NC
          • NV
          • PA
          • RI
          • TN
          • TX
          • VA

          Patrick takes pride in helping his clients grow and protect their wealth through personalized financial planning and investment management services.  The aspect Patrick enjoys most as a Financial Advisor is the close personal relationships he maintains with his clients.

          Prior to joining UBS Financial Services Inc. in 2008, he began his career as a Financial Advisor at Merrill Lynch. Patrick graduated from Valparaiso University with degrees in public relations and business.

          Patrick is FINRA-registered and holds Series 7 and 66 securities licenses and insurance licenses. When he’s not working, Patrick remains active with running, golf, and traveling. Patrick and his wife Beth reside in Downers Grove.

                One North Wacker Drive
                Chicago, IL 60606
              • Christian Carreon

                Christian Carreon

                Client Associate

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                • IL

                Christian joined UBS and the Millian Group in 2021.  Prior to joining UBS, Christian graduated Cum Laude from Dominican University with a degree in Business Administration and a concentration in Finance.  He is currently working on attaining his Series 7 and Series 66 licenses.

                In his free time, Christian is an avid reader, loves to exercise, and enjoys traveling.  Christian resides in Chicago.

                      One North Wacker Drive
                      Chicago, IL 60606

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                    Retirement planning

                    Retirement planning

                    investments

                    Investment Management

                    Multigenerational planning

                    Multigenerational planning

                    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.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $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