Lasting relationships. For all that matters

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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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.

  • Kristin Popovic

    Kristin Popovic

    Executive Director

    Market Director

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NH
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        8801 River Crossing Blvd
        4th Floor
        Indianapolis, IN 46240
        kristin.popovic@ubs.com
        Kristin Popovic
        8801 River Crossing Blvd,Indianapolis,IN,46240
      • Scott E. Troutman

        Scott Troutman

        Director

        Admin Manager

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        • AZ
        • CA
        • CO
        • DC
        • FL
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NV
        • NY
        • OH
        • OK
        • PA
        • RI
        • SC
        • SD
        • TN
        • TX
        • WA

              8801 River Crossing Blvd
              4th Floor
              Indianapolis, IN 46240
              scott.troutman@ubs.com
              Scott Troutman
              8801 River Crossing Blvd,Indianapolis,IN,46240
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

            Texas

            Texas flood relief

            Support and resources

            Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

            Learn how you can get involved and make an impact through the UBS Optimus Foundation.

            The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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