Indianapolis, IN River Crossing Blvd Office

Jon Ramey is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves with the Wright State University Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Rachel Orlando is a financial advisor with UBS Financial Services in Indianapolis, Indiana. She holds a Series 66 designation and has 25 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Matthew Burton is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2023 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Jynene Fry is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

John Wyand is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with UBS Financial Services and previously spent 11 years at Valeo Financial Advisors. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through an integrated platform.

Antoinette Nevitt is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 11 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Karla Spearing is a financial advisor with UBS Financial Services in Indianapolis, IN. She holds Series 63 and Series 65 designations and has 38 years of industry experience, including 21 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages both discretionary and non-discretionary portfolios.

Jennifer Reid is a CFP® with 28 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She holds a Series 66 license and is based in Indianapolis, IN. Outside of her advisory role, she is a partner in a rental property business. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor strategies to client goals and risk profiles.

Hanna Jackson is a financial advisor with UBS Financial Services in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Peak Brokerage Services, Thurston Springer Financial, RBC Capital Markets, and Sanctuary Wealth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Danielle Guerra is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at UBS since 2020 and previously spent eight years at Schwab Private Client Investment Advisory, Inc., as well as thirteen years at Charles Schwab. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors use proprietary research and model-driven asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Matthew Mcgee is a Series 66 licensed financial advisor at UBS Financial Services in Indianapolis, with 12 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a range of capital markets and advisory solutions.

Jaimie Shrieve is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Jaimie worked at Indie Asset Partners, BKD Wealth Advisors, and J.P. Morgan Securities and Chase Bank. Jaimie holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Anna Bannister is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has prior work experience including roles at Johnson & Johnson and Butler University. Anna has also worked in community and recreational organizations such as the YMCA and Whitmoor Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and investment products.

Scott Metzinger is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Indianapolis, IN. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets solutions alongside tailored investment advice.

Paul Johnson is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 53 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, he operates a small grain farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.