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.

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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

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

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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

Global leader

UBS is a world-leading wealth manager

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