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Mr. McCullough is a Vice President with UBS Wealth Management.  He brings an objective and analytical approach to addressing both the challenges and opportunities that come with substantial wealth.  As a CERTIFIED FINANCIAL PLANNER™ and CPA (inactive certificate holder), Chad focuses on using tax-advantaged strategies and advanced asset allocation theory in developing and implementing written financial blueprints for clients and their families. 

Mr. McCullough joined UBS from PNC Wealth Management.  Chad previously served as an Executive Director with J.P. Morgan’s Private Bank and as a Manager of Deloitte’s Private Client practice.  Chad holds Bachelor of Arts degrees in Business/Finance and Accounting from Franklin College.  He is active with the Franklin College Alumni Council and the Memorial Day Mile and he previously served on the board of the Johnson County Community Foundation. 

Chad and his wife Emily live in Franklin with their three children Wyatt, Adrie and Chloe. 

Registered States:

AZ, CA, CT, FL, GA, IL, IN, MD, MI, NC, NY, OH, OR, TN, TX, VA, WV