Experience

Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances.

Mark Edwards

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • MI
  • NC
  • NH
  • NV
  • OR
  • SC
  • TN
  • TX
  • VT

Education

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

Email Me

mark.edwards@ubs.com
Mark Edwards
8801 River Crossing Boulevard,Indianapolis,IN,46240

Toni Chaffin

Senior Client Associate

Registered States:
  • FL
  • IN
  • NC
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

Email Me

toni.chaffin@ubs.com
Toni Chaffin
8801 River Crossing Blvd,Indianapolis,IN,46240