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.

rowing

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
    • 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
        528 Wabash Avenue
        1st Floor
        Terre Haute, IN 47807
      • Toni Chaffin

        Toni Chaffin

        Senior Client Associate

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        • FL
        • IN
        • NC

              8801 River Crossing Blvd
              4th Floor
              Indianapolis, IN 46240

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            UBS and Credit Suisse—stronger than ever

            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

            Backed by the strength of UBS

            A global leader in wealth management

            $5+ trillion

            In invested assets globally 
            As of 11/07/2023

            51 countries

            Our global footprint

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            UBS is a world-leading wealth manager

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