Millian Group
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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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    View bio
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • MI
    • MN
    • NV
    • OK
    • PA
    • 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
          henry.millian@ubs.com
          Henry Millian
          One North Wacker Drive,Chicago,IL,60606
        • Patrick Millian

          Patrick Millian

          Vice President–Wealth Management

          Financial Advisor

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          View bio
          • AR
          • AZ
          • CA
          • CO
          • FL
          • GA
          • IL
          • IN
          • KY
          • MI
          • MN
          • NV
          • OK
          • OR
          • PA
          • TN
          • TX
          • VA
          • WI
          • WV

          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
                patrick.millian@ubs.com
                Patrick Millian
                One North Wacker Drive,Chicago,IL,60606
              • Christian Carreon

                Christian Carreon

                Client Associate

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                View bio
                • CA
                • CO
                • FL
                • IL
                • MI
                • NV
                • NY
                • TX
                • WI

                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
                      christian.carreon@ubs.com
                      Christian Carreon
                      One North Wacker Drive,Chicago,IL,60606
                    • Henry Millian

                      Henry Millian

                      First Vice President–Wealth Management

                      Financial Advisor

                      • image
                      • image
                      View bio
                      • AR
                      • AZ
                      • CA
                      • CO
                      • FL
                      • GA
                      • IL
                      • IN
                      • MI
                      • MN
                      • NV
                      • OK
                      • PA
                      • 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
                            henry.millian@ubs.com
                            Henry Millian
                            One North Wacker Drive,Chicago,IL,60606
                          • Patrick Millian

                            Patrick Millian

                            Vice President–Wealth Management

                            Financial Advisor

                            • image
                            • image
                            • image
                            View bio
                            • AR
                            • AZ
                            • CA
                            • CO
                            • FL
                            • GA
                            • IL
                            • IN
                            • KY
                            • MI
                            • MN
                            • NV
                            • OK
                            • OR
                            • PA
                            • TN
                            • TX
                            • VA
                            • WI
                            • WV

                            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
                                  patrick.millian@ubs.com
                                  Patrick Millian
                                  One North Wacker Drive,Chicago,IL,60606
                                • Christian Carreon

                                  Christian Carreon

                                  Client Associate

                                  • image
                                  • image
                                  View bio
                                  • CA
                                  • CO
                                  • FL
                                  • IL
                                  • MI
                                  • NV
                                  • NY
                                  • TX
                                  • WI

                                  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
                                        christian.carreon@ubs.com
                                        Christian Carreon
                                        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.

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                                      A leading global wealth manager

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                                      The good news is, you’re succeeding

                                      UBS Year Ahead 2025

                                      Roaring 20s: The next stage

                                      Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                                      A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                                      Read the report

                                      A leader in wealth management

                                      Backed by the strength of our parent company, UBS AG

                                      $5.9+ trn

                                      UBS Group invested assets
                                      As of 06/30/2024

                                      51 countries

                                      Our global footprint

                                      Global leader

                                      UBS is a leading and truly global wealth manager

                                      Insights

                                      Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

                                      As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

                                      Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

                                      Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

                                      Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

                                      Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

                                      For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

                                      Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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