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 27 years. She provides customized investment management solutions to meet the specific needs of a select group of Ultra high net worth families, 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 and Certified Retirement Plan Specialist designation from the College of Financial Planning. She is a member of the Investments and Wealth Institute, American Business Women's Association and has been priveledged to serve on a Securities Industry Association consulting roundtable.
Mary lives with her family in the Fishers Indiana area where she is active in various charitable causes, is a huge sports junkie, and avid food and wine lover.
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 27 years. She provides customized investment management solutions to meet the specific needs of a select group of Ultra high net worth families, 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 and Certified Retirement Plan Specialist designation from the College of Financial Planning. She is a member of the Investments and Wealth Institute, American Business Women's Association and has been priveledged to serve on a Securities Industry Association consulting roundtable.
Mary lives with her family in the Fishers Indiana area where she is active in various charitable causes, is a huge sports junkie, and avid food and wine lover.
Senior Client Associate
Sarah began her financial career back in 1991 in Chicago with Paine webber/UBS trading commodities and futures on the floor at the Chicago Board of Trade. After moving to Indiana in 2011, she worked at Merrill Lynch for 7 years, then joined UBS in 2018. Her wide variety of experience provides her a unique insight into clients financial needs.
Sarah graduated from Purdue University prior to joining the US Treasury Futures at the Chicago Board of Trade.
Sarah and her husband Don live in Fishers, have three grown children who all live and work in Chicago. Sarah and Don spend their free time traveling, driving back and forth to Chicago, playing golf all while hosting gatherings for friends and family.
Senior Client Associate
Sarah began her financial career back in 1991 in Chicago with Paine webber/UBS trading commodities and futures on the floor at the Chicago Board of Trade. After moving to Indiana in 2011, she worked at Merrill Lynch for 7 years, then joined UBS in 2018. Her wide variety of experience provides her a unique insight into clients financial needs.
Sarah graduated from Purdue University prior to joining the US Treasury Futures at the Chicago Board of Trade.
Sarah and her husband Don live in Fishers, have three grown children who all live and work in Chicago. Sarah and Don spend their free time traveling, driving back and forth to Chicago, playing golf all while hosting gatherings for friends and family.
Client Associate
From the very beginning of her career with Merrill Lynch in 1978, Elizabeth has made customer service her number one priority. She brings a personal devotion to meeting clients' needs with knowledge, responsible and responsive attention, which has become the hallmark of service among the firm's advisory groups. Handling client inquiries, transactions, and account administration, Elizabeth especially excels in servicing multiple generations of clients.
A resident of Noblesville for the past 35 years, she shares her passion for animals with her daughter and together they own seven dogs.
Elizabeth enjoys trail running and cycling. Most of her free time is spent hiking trails throughout the country with her friends.
Client Associate
From the very beginning of her career with Merrill Lynch in 1978, Elizabeth has made customer service her number one priority. She brings a personal devotion to meeting clients' needs with knowledge, responsible and responsive attention, which has become the hallmark of service among the firm's advisory groups. Handling client inquiries, transactions, and account administration, Elizabeth especially excels in servicing multiple generations of clients.
A resident of Noblesville for the past 35 years, she shares her passion for animals with her daughter and together they own seven dogs.
Elizabeth enjoys trail running and cycling. Most of her free time is spent hiking trails throughout the country with her friends.
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
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
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