Thoughtful advice one family at a time

What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.

Mary Townsend

Senior Vice President–Wealth Management

Certified Investment Management Analyst®

As a Wealth Advisor with UBS, my team and I support affluent families and businesses manage their financial assets, their risk and their legacies.

By understanding and engaging in our clients stories and utilizing our in-depth knowledge, we are driven to have an impact on them and their communities.

We do this by helping families make the big financial decisions that align with their goals. We help our clients empower themselves to see the big picture….what is the long term impact of my investments; how much can I spend; how much do I need to retire or if I live to be 100 will I have enough?

And we do this by utilizing financial planning tools, cash flow planning, social security planning etc. So the clients we work with have a clear picture of their financial goals, their diversity and allocation of investments and understand it's not just about the markets. We then couple all that with the capabilities, research and expertise of the largest wealth manager in world with a concierge level of service.

Registered States:

Mary Townsend

Recognized as an industry leader:

Forbes Best-in-State Wealth Management Teams, 2023The 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.
Forbes Top Women Wealth Advisors Best-in-State, 2025The 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.
NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from December of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Mary Townsend

Education

Bachelor of Science - Finance , Wright State University
CIMA^®, Wharton School of Business

Credentials

Certified Investment Management Analyst®
Chartered Retirement Plans Specialist^™

Mary Townsend

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

(317) 816-1838

Email Me

Mary Townsend

Senior Vice President–Wealth Management

Certified Investment Management Analyst®

As a Wealth Advisor with UBS, my team and I support affluent families and businesses manage their financial assets, their risk and their legacies.

By understanding and engaging in our clients stories and utilizing our in-depth knowledge, we are driven to have an impact on them and their communities.

Registered States:

Recognized as an industry leader:

Forbes Best-in-State Wealth Management Teams, 2023The 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.
NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from December of the prior year.
Forbes Top Women Wealth Advisors Best-in-State, 2025The 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.

Education

Bachelor of Science - Finance , Wright State University
CIMA^®, Wharton School of Business

Credentials

Certified Investment Management Analyst®
Chartered Retirement Plans Specialist^™^™

8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

(317) 816-1838

Email Me

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

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House View Monthly

A leading global wealth manager

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

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Backed by the strength of our parent company, UBS AG

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UBS Group invested assets
As of 12/31/2024

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UBS is a leading and truly global wealth manager

Insights

The US government’s tariffs are dominating headlines. It remains unclear how severely the recently announced tariffs will impact Switzerland. At the same time, equities have reached new all-time highs. However, risks have not yet been eliminated, and investors should expect market volatility in the near future. This volatility could be mitigated with a diversified portfolio. While President Trump may command the headlines, we believe the future belongs to transformative innovations, such as artificial intelligence. We see any potential setback in equity markets as an opportunity to increase exposure to companies that are leaders in these innovations.

ubs.com Aug 6, 2025

US President Trump has repeatedly criticized the Federal Reserve for taking too long to cut rates, raising concerns about Fed independence. A direct challenge to Fed autonomy could add to the risk premium on US Treasuries and undermine confidence in the US dollar. But our view is that the president is unlikely to take this risk. We expect Fed policy to be guided primarily by labor market and inflation data, leading to around 100 basis points of easing by June 2026.

ubs.com Aug 4, 2025

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Thoughtful advice one family at a time

Mary Townsend

Mary Townsend

Mary Townsend

Mary Townsend

Mary Townsend

Turn possibilities into a plan

House View Monthly

A leading global wealth manager

Texas flood relief

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Insights

Tariffs dominate the headlines, but innovation shapes the future

Will the threat to Fed independence harm markets?

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