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.

Mother measuring height

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:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

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.

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


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


  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
  • (317) 816-1838

Email Me

Why does A.I. in space matter?

Outlook on interest rates


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.

Download the report

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