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$3.9 trillion
In invested assets globally
As of 12/31/2022
Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.
Senior Vice President–Wealth Management
Financial Advisor
Mary has an extensive background in the financial services industry and has been an Investment Management Consultant for the past 20 years. She provides customized investment management solutions to meet the specific needs of a select group of high net worth clients, corporations and foundations.
Prior to joining UBS she served as Director of Consulting Services for National City Investments. She has an bachelor's degree in Finance from Wright State University and holds a Certified Investment Management Analyst designation from The Wharton School of Business. She holds the Series 7, 63 and 65 securities licenses as well as life, health and variable insurance licenses.
She is a member of the Investment Management Consultants Association, American Business Women's Association, and has been privileged to serve on a SIA consulting round table. Mary lives with her family in the Indianapolis area where she is active in various charitable events.
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Mary has an extensive background in the financial services industry and has been an Investment Management Consultant for the past 20 years. She provides customized investment management solutions to meet the specific needs of a select group of high net worth clients, corporations and foundations.
Prior to joining UBS she served as Director of Consulting Services for National City Investments. She has an bachelor's degree in Finance from Wright State University and holds a Certified Investment Management Analyst designation from The Wharton School of Business. She holds the Series 7, 63 and 65 securities licenses as well as life, health and variable insurance licenses.
She is a member of the Investment Management Consultants Association, American Business Women's Association, and has been privileged to serve on a SIA consulting round table. Mary lives with her family in the Indianapolis area where she is active in various charitable events.
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
