The right path toward retirement

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Start the conversation

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.

Steven Waggoner

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CO
- CT
- FL
- GA
- IL
- IN
- MI
- NY
- OH
- WA
- WI
Steve has over 27 years experience in financial services. He has been designated a Wealth Advisor, a title limited to a select number of UBS Advisors who have consistently exceeded expectations. A graduate of Ball State University, Steve holds several securities licenses. Outside of work, Steve is active in his community as a Charter Member of Fort Wayne's Business Leadership Forum and a volunteer with Junior Achievement. In his free time, he enjoys running, boating, and traveling. Steve and his wife, Cathy, have four children.
- Ball State University
200 East Main Street
Suite 900
Ft. Wayne, IN 46802

steven.waggoner@ubs.com

Steven Waggoner

200 East Main Street,Ft. Wayne,IN,46802
Laura Miller

First Vice President–Wealth Management

Financial Advisor
View bio
- FL
- IN
- OH
- TN
- WI
Laura has been an investment advisor and retirement income expert for over 15 years. In 2008, Laura joined UBS Financial Services from JPMorgan. Shortly thereafter, she and Steve began their business partnership, Waggoner Miller Wealth Management. Laura earned a bachelor's degree from Purdue University and holds the Series 6, 7, 65 & 66 securities licenses. Active in her community, Laura is the founder of WOWnet, a business women's network, and is a board member for Big Brothers Big SIsters of Northeast Indiana. Laura and her husband, Todd, have 4 children; they enjoy travel, golf, and skiing.
- Purdue University
200 East Main Street
Suite 900
Ft. Wayne, IN 46802

laura.a.miller@ubs.com

Laura Miller

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

Steven Waggoner

First Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CO
- CT
- FL
- GA
- IL
- IN
- MI
- NY
- OH
- WA
- WI
Steve has over 27 years experience in financial services. He has been designated a Wealth Advisor, a title limited to a select number of UBS Advisors who have consistently exceeded expectations. A graduate of Ball State University, Steve holds several securities licenses. Outside of work, Steve is active in his community as a Charter Member of Fort Wayne's Business Leadership Forum and a volunteer with Junior Achievement. In his free time, he enjoys running, boating, and traveling. Steve and his wife, Cathy, have four children.
- Ball State University
200 East Main Street
Suite 900
Ft. Wayne, IN 46802

steven.waggoner@ubs.com

Steven Waggoner

200 East Main Street,Ft. Wayne,IN,46802
Laura Miller

First Vice President–Wealth Management

Financial Advisor
View bio
- FL
- IN
- OH
- TN
- WI
Laura has been an investment advisor and retirement income expert for over 15 years. In 2008, Laura joined UBS Financial Services from JPMorgan. Shortly thereafter, she and Steve began their business partnership, Waggoner Miller Wealth Management. Laura earned a bachelor's degree from Purdue University and holds the Series 6, 7, 65 & 66 securities licenses. Active in her community, Laura is the founder of WOWnet, a business women's network, and is a board member for Big Brothers Big SIsters of Northeast Indiana. Laura and her husband, Todd, have 4 children; they enjoy travel, golf, and skiing.
- Purdue University
200 East Main Street
Suite 900
Ft. Wayne, IN 46802

laura.a.miller@ubs.com

Laura Miller

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

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download 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

The right path toward retirement

Pursuing your goals together

Steven Waggoner

Laura Miller

Steven Waggoner

Laura Miller

*

*

Education

Credentials

*

*