Lasting relationships

Understanding what matters most to you

Three people in office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


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.

  • Mark R. Edwards - Profile Photo

    Mark Edwards

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • MI
    • NC
    • NH
    • NV
    • OR
    • SC
    • TN
    • TX
    • VT
    When working with clients, Mark is certain to deliver the UBS Client Experience. He understands the importance of process when developing relationships and creating strategies for his clients. He takes the time to fully understand each person's needs and goals and proactively provides appropriate solutions through monitoring and updating strategies. A graduate of Purdue University, Mark earned a bachelor's degree in Industrial Management. He subsequently obtained Series 7, 63 and 65 securities licenses.

      • Purdue University , Bachelor's degree in Industrial Management
        8801 River Crossing Boulevard
        4th Floor
        Indianapolis, IN 46240
        Mark Edwards
        8801 River Crossing Boulevard,Indianapolis,IN,46240
      • Toni Chaffin

        Toni Chaffin

        Senior Client Associate

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        • FL
        • IN
        • NC

              8801 River Crossing Blvd
              4th Floor
              Indianapolis, IN 46240
              Toni Chaffin
              8801 River Crossing Blvd,Indianapolis,IN,46240

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            UBS and Credit Suisse—stronger than ever

            Global Wealth Report 2024

            Crafted wealth intelligence

            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

            Gain additional insights into the trends shaping wealth in the US and around the world.

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            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.8+ trn

            UBS Group invested assets
            As of 03/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager