Insight-based advice

Mother Daughter meeting

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Dam

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.

  • john

    John Reddington

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
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    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
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    • PA
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    Prior to joining UBS in 2009, John had been with Dean Witter Reynolds and Merrill Lynch, and has over 32 years of experience in the financial services industry. John specializes in fee-based discretionary portfolio management for individuals and small businesses, using both fundamental and technical analysis. He provides financial planning services, and works with a team of professionals to address estate planning and life insurance needs. John graduated from General Motors Institute in 1976 with a Bachelor of Industrial Engineering degree.

          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
        • michael

          Michael O'Shaughnessey

          Wealth Strategy Associate

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          • IN

          Mike is a graduate of Indiana University's School of Business with a BS in Business Management and Administration. After graduation, Mike enlisted in the U.S. Army where he completed Officer Candidate School with the rank of Second Lieutenant. He served for 3 years. After his honorable discharge, Mike began his career at Merrill Lynch as a Financial Advisor in one of the equity markets most tumultuous years on record-and over the past 45 years, he has helped clients manage their wealth through good times and bad. Michael came to UBS in 2009 when he joined the Reddington Team.

                8801 River Crossing Blvd
                4th Floor
                Indianapolis, IN 46240
              • shannon

                Shannon Meurer

                Senior Client Associate

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                  Shannon is a Sr. Client Service Associate with over 18 years in the financial services industry. Shannon started her career with Merrill Lynch Trust Company, FSB as an Associate Trust Advisor. She then joined The Reddington Team at Merrill Lynch in 2000 until the team joined UBS in 2009. Prior to joining Merrill Lynch, Shannon held positions with various institutions and has also owned and operated her own business. Shannon's primary area of focus is providing clients with the ultimate client service experience. Shannon her husband Jeremy and their sons Noah and Eli love boating and traveling.

                        8801 River Crossing Blvd
                        4th Floor
                        Indianapolis, IN 46240
                      • katherine

                        Katherine Wethington

                        Senior Client Associate

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                        • IN
                        • KY

                              8801 River Crossing Blvd
                              4th Floor
                              Indianapolis, IN 46240

                            The circular economy: What is it?

                            Retirement planning

                            Retirement planning

                            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.

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                            A global leader in wealth management

                            $2.8 trillion

                            In invested assets globally 
                            As of 06/30/2022

                            51 countries

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