Six-person advisor team joins UBS Private Wealth Management in Indianapolis, IN
UBS Private Wealth Management announced today that a six-person
Financial Advisor team has joined the firm in Indianapolis,
Indiana. The team, called FEF Wealth Partners, serves ultra-high
net worth (UHNW) families and institutions across the country,
primarily in Indiana and Kentucky. They join UBS from J.P. Morgan
“We are excited for the team to join the firm and our
Indianapolis office,” said Jon Ramey, Ohio Indy Market Head at UBS
Wealth Management USA. “I’m looking forward to seeing what a team
with such diverse expertise will accomplish for clients at UBS,
leveraging the breadth and depth of our platform for UHNW clients
and family offices.”
With a focus on pre and post-liquidity planning, estate and
legacy planning, lending, and portfolio management, the team has
more than 100 years of combined experience. At UBS, they will
concentrate on working with clients who have complex balance
sheets, estate tax concerns and business succession needs.
“Dan, Brett, Kaus and Karin bring decades of experience working
with UHNW clients,” said Michael Gatewood, Midwest Market Head at
UBS Private Wealth Management. “Together, they have a unique
understanding of how to deliver tailored services to meet client
The six-person advisor team joining UBS includes:
- Brett Headley, CFP®, Financial Advisor with 12 years of
- Kaus Christopher, CFP®, Financial Advisor with 24 years
of experience in wealth management and public accounting
- Dan Larner, Financial Advisor with 17 years of industry
- Karin Veatch, Senior Wealth Strategy Associate with 24
years of experience in wealth management and trusts and estates law
- Rick Grimes, Senior Wealth Strategy Associate with 14
years of industry experience.
- Jaimie Shrieve, Client Service Associate with 16 years
of industry experience.
Each team member completed their post-secondary education in
Indiana and calls central Indiana home. The team members are also
all parents and volunteers who spend time with a number of local
non-profit organizations, including Central Indiana Community
Foundation, Foster Success, Big Brothers Big Sisters and St.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth
Management provides comprehensive advice, solutions and services to
wealthy families and individuals around the world. Clients who work
with UBS benefit from a fully integrated set of wealth management
capabilities and expertise, including wealth planning, investment
management, capital markets, banking, lending and institutional and
corporate financial advice.
UBS provides financial advice and solutions to wealthy,
institutional and corporate clients worldwide, as well as private
clients in Switzerland. UBS's strategy is centered on our leading
global wealth management business and our premier universal bank in
Switzerland, enhanced by Asset Management and the Investment Bank.
The bank focuses on businesses that have a strong competitive
position in their targeted markets, are capital efficient, and have
an attractive long-term structural growth or profitability
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 30% in Switzerland, 19% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs over 72,000 people around the world.
Its shares are listed on the SIX Swiss Exchange and the New York
Stock Exchange (NYSE).
© UBS 2021. All rights reserved. The key symbol and UBS are
among the registered and unregistered trademarks of UBS.
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