Let's move forward. Together.

Two people distant

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Globe

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.

  • william shinn

    Daniel Arnold

    Senior Vice President–Wealth Management

    Branch Manager

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NM
    • NV
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    Dan is a Senior Financial Advisor with UBS and a life-long resident of Fort Wayne. He has over 30 years experience in the Financial services industry, serving both business and
    individual clients.

    Dan is passionate about helping people. Through a consultative approach, he takes the time to thoroughly understand the unique needs and circumstances of each client. Dan develops customized advice, strategies, and recommendations to help them achieve their goals and dreams.

    Dan has an extensive background in investment, Financial and business management. Dan is a CPA and has earned a Chartered Retirement Planning Counselor(sm) designation. He is a strong believer in Financial education, encouraging clients, professionals and students to be Financially prudent and savvy.

    Dan is an accounting and Finance graduate of Indiana University. Dan and his wife Barbara enjoy spending time with their three children and seven grandchildren. Dan is passionate about his faith, and currently is the Endowment Committee Chairman at his church. He enjoys running, swimming,and biking and has competed in numerous marathon and triathlons.

    • Forbes Best-in-State Wealth Advisors, 2020, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

        200 East Main Street
        Suite 900
        Ft. Wayne, IN 46802
      • william shinn

        William Shinn

        Financial Advisor

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        • AK
        • AZ
        • CA
        • FL
        • GA
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NM
        • NV
        • OH
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA

        William "Matt" followed in his fathers footsteps and started his career at Merrill Lynch in 1993 in the financial advisor training program. Over two decades later he brings with him a wealth of knowledge to UBS. He is committed to delivering professional investment management and building personalized relationships with clients. He also focuses on helping clients realize their wealth planning and retirement goals.

        Matt received his BA in Business Administration from Taylor University. Matt has been married to his wife, Debi, for 28 years and is the father of six children, Adam, Andrew, Austin, Alex, AJ and Amber. They are active members of the First Assembly Church in Fort Wayne, IN.

              200 East Main Street
              Suite 900
              Ft. Wayne, IN 46802
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              Aimee Davis

              Financial Advisor

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              • AK
              • AZ
              • CA
              • FL
              • GA
              • IA
              • ID
              • IL
              • IN
              • KS
              • KY
              • MD
              • MI
              • MN
              • MO
              • MT
              • NC
              • NM
              • NV
              • OH
              • OR
              • PA
              • SC
              • TN
              • TX
              • VA

              Aimee started her career at Merrill Lynch in July of 1978. Through various roles, starting out as a bookkeeper, sales assistant and ultimately becoming a Financial Advisor.
              She has her CRPC designation. Aimee enjoys preparing people to live comfortably in retirement. She also enjoys working with the next generation members of her clients. Aimee thinks of her clients as her friends and family not just as clients.

              Aimee is a long time member of the downtown Fort Wayne Optimist Club which is a service devoted to children. Aimee and her husband Doug are volunteer drivers for Community Harvest Food Bank of the senior food packs. They are members of St. Vincent DePaul Catholic Church where they serve as Sunday greeters. They have two children, Kelly and Kristine (Krissy) and two golden retrievers who are also family.

                    200 East Main Street
                    Suite 900
                    Ft. Wayne, IN 46802
                  • eileen wagner

                    Eileen Wagner

                    Senior Client Associate

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                    • AZ
                    • FL
                    • IL
                    • IN
                    • MI
                    • NV
                    • OH
                    • TN

                    Eileen has worked in the financial industry for over twenty-five years, including banking, insurance and brokerage experience.  She brings a wealth of knowledge to the team.   She is fully registered and can help you with all your needs, including UBS website questions.

                          200 East Main Street
                          Suite 900
                          Ft. Wayne, IN 46802
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                          Cynthia Simerman

                          Client Associate

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                                  200 East Main Street
                                  Suite 900
                                  Ft. Wayne, IN 46802

                                The Year Ahead - Sustainable Investing

                                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.

                                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

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