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UBS Advisor Tim Skelton Promoted to Managing Director in Indianapolis
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Rhea-AI Summary
UBS Wealth Management USA has promoted Tim Skelton to Managing Director in its Indianapolis branch. This acknowledgment highlights Skelton's expertise and commitment, significantly contributing to the firm’s culture. Skelton, who began his financial career in 1998, has been with UBS since 2008 and currently leads Skelton Wealth Management, serving high-net-worth clients. His accolades include being recognized as a Forbes/SHOOK Research Best-In-State Wealth Advisor since 2018. Skelton also actively supports local charities, enhancing his community involvement.
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Promotion of Tim Skelton to Managing Director recognizes his expertise and commitment.
Skelton's leadership in Skelton Wealth Management focuses on high-net-worth clientele, indicating strong client engagement.
Recognition as a Forbes/SHOOK Research Best-In-State Wealth Advisor since 2018 enhances the firm's reputation.
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INDIANAPOLIS--(BUSINESS WIRE)--
UBS Wealth Management USA today announced that Tim Skelton, a Financial Advisor with the firm in Indianapolis, has been promoted to Managing Director.
“This is a special career milestone, and one that recognizes the expertise, commitment, and leadership that Tim brings to our firm every day, while also helping to create our culture of tomorrow,” said Kristin Popovic, Indianapolis Branch Manager at UBS Wealth Management USA. “His skill in designing comprehensive solutions while making complex financial issues easy to understand for his clients merits this recognition.”
Tim started his career in 1998 as a Financial Advisor, before joining UBS in 2008. Tim has always had a passion for investing and helping others. As the leader of Skelton Wealth Management, he works with executives, entrepreneurs, and high-net-worth individuals and their families to uncover opportunities to help create meaningful growth and wealth. Tim has a bachelor’s degree from DePauw University in Indiana and holds his Series 7, 65 and 31 licenses. He has been recognized as a Forbes/SHOOK Research Best-In-State Wealth Advisor for the state of Indiana since 2018.
Tim gives back to the local community through his support of Peyton Manning Children’s Hospital, First Tee of Indiana, and the Evans Scholar Programs. He and his wife have two sons and live in Carmel.
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.
About UBS
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 outlook.
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 more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).