Chad Mccullough, Cfp®

Chad Mccullough, Cfp® Email and Phone Number

Private Wealth Management @ UBS
Indianapolis, IN, US
Chad Mccullough, Cfp®'s Location
Indianapolis, Indiana, United States, United States
Chad Mccullough, Cfp®'s Contact Details

Chad Mccullough, Cfp® personal email

n/a
About Chad Mccullough, Cfp®

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** I bring an objective and analytical approach to addressing both the challenges and opportunities that come with substantial wealth. As a CERTIFIED FINANCIAL PLANNER™, I partner with our Estate Planning Group and focus on using tax-advantaged strategies and advanced asset allocation theory in developing and implementing written financial blueprints for clients and their families. **Registered States**AZ,CA,CO,CT,DC,DE,FL,GA,IA,IL,IN,KY,MD,ME,MI,NC,NH,NJ,NY,OH,TX,VA,WA/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Chad Mccullough, Cfp®'s Current Company Details
UBS

Ubs

View
Private Wealth Management
Indianapolis, IN, US
Website:
nyftyfitness.com
Employees:
28
Chad Mccullough, Cfp® Work Experience Details
  • Ubs
    Private Wealth Management
    Ubs
    Indianapolis, In, Us
    View
  • Ubs
    Private Wealth Management
    Ubs Jul 2015 - Present
    View
  • Pnc Wealth Management
    Sr. Relationship Manager
    Pnc Wealth Management Jul 2013 - Jun 2015
    Indianapolis, Indiana Area
    View
  • Jpmorgan
    Executive Director
    Jpmorgan Sep 2006 - Jun 2013
    Indiana
    High Net Worth Private Banking
    View
  • Deloitte
    Private Client Advisor
    Deloitte Jun 1996 - Dec 2004
    View

Chad Mccullough, Cfp® Skills

Cpa Tax

Chad Mccullough, Cfp® Education Details

Frequently Asked Questions about Chad Mccullough, Cfp®

What company does Chad Mccullough, Cfp® work for?

Chad Mccullough, Cfp® works for Ubs

What is Chad Mccullough, Cfp®'s role at the current company?

Chad Mccullough, Cfp®'s current role is Private Wealth Management.

What is Chad Mccullough, Cfp®'s email address?

Chad Mccullough, Cfp®'s email address is ch****@****gan.com

What schools did Chad Mccullough, Cfp® attend?

Chad Mccullough, Cfp® attended Franklin College.

What skills is Chad Mccullough, Cfp® known for?

Chad Mccullough, Cfp® has skills like Cpa, Tax.

Who are Chad Mccullough, Cfp®'s colleagues?

Chad Mccullough, Cfp®'s colleagues are Ethan Harro, Flloyd Rewa.

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