Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

TEAM

We focus on helping individuals and families manage the many facets of their often complex financial lives. For each client, we take the time to understand all they want to accomplish and then work collaboratively to craft a flexible plan for where they are now and where they want to go. 

Our highly credentialed team offers our clients thoughtful perspective and proactive service. Drawing on the specialties of each team member, we provide advice, insights and customized solutions aimed to meet our clients' needs now and their wishes for the future. And all with a fiduciary mandate that puts our clients first and foremost in all that we do.

We strive, relentlessly, to make sure our clients feel understood, respected and cared for. By putting financial planning at the core of everything we do, we have the capabilities to help them, their businesses and their families unlock opportunity and preserve hard-earned wealth.

Family photos

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Tree

UBS and Credit Suisse—stronger than ever

Portfolio management

Portfolio management

Business transition and succession planning

Business transition and succession planning

Multicultural

Invest to advance

Let’s build the future of multicultural wealth. Together.

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

Backed by the strength of UBS

A global leader in wealth management

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Clifford Allen

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • MD
    • MI
    • MN
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    • NC
    • NJ
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    • OH
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    Bringing 40 years of experience to bear every day

    Cliff is the most senior advisor in UBS's Indianapolis office. In 1983 he joined Paine Webber, which was acquired by UBS in 2000. He has spent his entire financial services career at this firm making a difference in countless lives over the decades. All this makes for a seasoned expert in creating and protecting wealth through all market cycles. The team turns to Cliff for his long-term perspective and insight into advising clients through all stages of life. He is a graduate of Purdue University with a Bachelor of Science in Management. 

    For the past 20 years, he has been a volunteer and board member for the YMCA of Greater Indianapolis and Fishers and has served as a mentor for the Fishers Youth Mentoring Initiative.  He has been married to his wife Lisa for 36 years and has 2 adult children, Cale and Peyton.  He enjoys golfing, hiking, exercising, dogs and all spectator sports.  

    • Forbes Best-in-State Wealth Advisors, 2020, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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
      • MaryBeth Walker

        MaryBeth Walker

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IA
        • IL
        • IN
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        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • NJ
        • NY
        • OH
        • OR
        • PA
        • SC
        • TN
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        • VA
        • VT
        • WA
        • WI

        Having strong relationships mean best outcomes

        A 30-year veteran in the financial services industry, MaryBeth still works with many of her clients from early days as an advisor with Fifth Third Bank. Over these decades, she has advised clients in all stages of life, and the range of advice has been broad, deep and highly varied. The team calls on MaryBeth for her specialty in helping clients who have experienced a life-changing event such as retirement, loss of a job, divorce, death of a loved one.  MaryBeth is a graduate of the University of Illinois with a BS in Journalism, a MBA from University of Iowa, and is also a Certified Financial Planning Professional (CFP). 

        MaryBeth lives in Indianapolis with her husband Mark and enjoys time with their blended family of 5 children.  For the past 7 years, MaryBeth has served on the Board of Directors of Phoenix Theatre in Indianapolis.  She has been a music minister at Holy Spirit Catholic Church at Geist since moving to Indiana in 1997 and has sung in a church choir since she was 5 years old. MaryBeth enjoys international travel and all types of music and live theatre. Also St. Louis Cardinals baseball.

        • Forbes Best-in-State Women Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

        • University of Illinois, Bachelor of Science Journalism
        • University of Iowa, MBA
          8801 River Crossing Blvd
          4th Floor
          Indianapolis, IN 46240
        • Dan Latimer

          Daniel Latimer

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AL
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          • CO
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          • FL
          • GA
          • IA
          • IL
          • IN
          • KY
          • MD
          • MI
          • MN
          • MT
          • NC
          • NJ
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI

          Applying complex strategies to practical solutions

          Dan takes pride in being able to help his clients meet their long-term objectives through creative solutions that aren't readily available outside of UBS. He has spent half of his 28-year career in financial services at this firm. Dan anchors his recommendations in a deep understanding of his clients' goals as well as research insights and trends from across the firm. The team turns to Dan for his particular expertise in non-traditional and income strategies.  Dan holds a Bachelor's of Business Administration degree in Management from Marian University, where he graduated summa cum laude. He split his undergraduate studies between Marian and Wake Forest University, and thus is an avid Demon Deacon fan.

          He and his wife Tonya, also a UBS professional, have 3 adult children and live in Fishers, Indiana. As a family, they enjoy travel and experiencing new places, as well as a good game of euchre when they’re not on the road. Dan is an active volunteer in ACP’s veteran mentoring program, and serves on the board of stewardship at his church. 

          • Forbes Best-in-State Wealth Management Teams, 2024The 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.

          • Marian University, Bachelor's of Business Administration
            8801 River Crossing Blvd
            4th Floor
            Indianapolis, IN 46240
          • Jason Kimmell

            Jason Kimmell

            First Vice President–Wealth Management

            Financial Advisor

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            • AL
            • AZ
            • CA
            • CO
            • CT
            • FL
            • GA
            • IA
            • IL
            • IN
            • KY
            • MD
            • MI
            • MN
            • MT
            • NC
            • NJ
            • NY
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • VA
            • WA
            • WI

            Focusing on entrepreneurial success

            Jason centers much of his UBS practice on working with successful entrepreneurs and business owners. Jason developed his financial expertise through 33 years in financial services, including 19 as a UBS financial advisor.  His aim is to help clients maximize the value of their businesses at all stages of growth. He also looks at the important role retirement plans play in his clients' hiring and retention goals. The team turns to Jason for his expertise in business exit planning.  He attended Butler University and recently earned his CEPA, Certified Exit Planning Advisor, in order to advise business owners on how to sell or transition their business successfully. 

            Jason and his wife Jennifer have 6 adult children between them and enjoy life in their zoo of 3 Cocker Spaniels and 2 cats.  He is the President and Founder of the Friends of Ellenberger Park non-profit in the Irvington community of Indianapolis. They both love going to concerts and supporting the Indianapolis Colts and Pacers.

            • Forbes Best-in-State Wealth Management Teams, 2024The 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.

              • Certified Exit Planning Advisor
              8801 River Crossing Blvd
              4th Floor
              Indianapolis, IN 46240
            • frances

              Frances Flood

              Account Vice President

              Financial Advisor

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              • AL
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              • FL
              • GA
              • IA
              • IL
              • IN
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              • MD
              • MI
              • MN
              • MT
              • NC
              • NJ
              • NY
              • OH
              • OR
              • PA
              • SC
              • TN
              • TX
              • VA
              • WA
              • WI

              Turning possibilities into a plan

              Francie is an accomplished financial planning professional, having served as UBS's Indianapolis Wealth Planning expert before expanding the scope of her work to client advising. Francie's ideal approach begins with a full financial plan, knowing that the process will help her clients fit the pieces together to reach their financial and life-long goals. She joined UBS in 2014. The team turns to Francie for her strong knowledge of UBS's Wealth Way and other financial planning resources.  She is a Certified Financial Planning Professional (CFP) and a Chartered Financial Analyst (CFA®). She has a Bachelor of Arts degree in Economics from the University of Illinois and a MBA in Finance from the Kellogg School of Northwestern University.

              Francie lives in Indianapolis with her husband Tom.  All 5 of their children are Indiana University Hoosiers, with 1 still on campus.  Prior to taking a break to raise their children, Francie worked as a Fixed Income portfolio manager for Northern Trust in Chicago.  She enjoys volunteering at her church, travel, sports, and big family parties whenever and wherever.

              • Forbes Best-in-State Wealth Management Teams, 2023, 2024The 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.

              • University of Illinois, Bachelor of Arts Economics
              • Northwestern University , MBA Finance
              • CERTIFIED FINANCIAL PLANNER™
              • Chartered Financial Analyst®
              8801 River Crossing Blvd
              4th Floor
              Indianapolis, IN 46240
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              Kimberly Durnil

              Senior Client Associate

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              • FL
              • IN
              • MI

              Kim has been serving clients at UBS for over 30 years.  She has held nearly every administrative support position in our office, including wire operator, cashier, branch administrator, and operations manager.  This knowledge and experience in branch operations has made her a key member of the team in providing excellent service to clients.  She lives in Indianapolis with her husband Todd and they have 2 grown sons, Grant and Mitchell.  She enjoys baking, cake decorating, and maintains a small catering business.  

                    8801 River Crossing Blvd
                    4th Floor
                    Indianapolis, IN 46240
                  • Nicole Wesley

                    Nicole Wesley

                    Wealth Strategy Associate

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                    • FL
                    • IL
                    • IN

                    Nicole has been in the financial services industry for 19 years, with the past 10 at UBS. Nicole graduated from Florida Institute of Technology with a Bachelor of Science degree in 1999 and moved back to the Midwest in 2004. Nicole's main focus is providing excellent service to clients and helping with any needs they may have.  She and her husband Kevin live in Indianapolis with their 2 very senior pets.  In her free time, she enjoys pet photography and recently received 1st place in the pet category of the Indiana State Fair photography competition.

                      • Florida Institute of Technology, Bachelor of Science
                        8801 River Crossing Blvd
                        4th Floor
                        Indianapolis, IN 46240

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