Keep on track with the right financial advice

Crossroads Wealth Management Group

Your financial success has brought great opportunity and, likely, complicated challenges. At Crossroads Wealth Management, 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. Please visit our team website at UBSCrossroads.

Crossroads Team Photo

MaryBeth Walker

Senior Vice President–Wealth Management

Financial Advisor

As a veteran Wealth Advisor at UBS, I work toward optimal management of my clients' wealth, with the goal of making real the hopes held for their lives and those they love.  As UBS aptly says, I offer my clients "Advice. Beyond Investing."  In more than 20 years as an advisor, I have learned that the best path to outstanding results is listening closely to my clients -- discovering not only what they want, but also what they wish for.  Only then, can I guide them toward what steps might make that happen.  I maintain a client-focused practice, managing and protecting the hard-earned wealth of a select number of high net worth individuals and families.

I joined UBS in 2007, having spent the first 13 years of my financial services career working as an investment advisor and regional brokerage manager for two Midwestern banks.  Over these decades, I have gained experience advising clients of ultra high net worth as well as those who were just beginning to save and invest.  The range of advice and planning called for has been broad, deep and highly varied.  I have been privileged to guide my clients through life-changing events – retirement, divorce, sale of a business, death of a loved one.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MD
  • MI
  • MN
  • MO
  • NC
  • NY
  • OH
  • OR
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2025The 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, 2023, 2024, 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.

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

Education

  • B.S., Journalism, University of Illinois
  • M.B.A., University of Iowa

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Wealth Advisor

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Your goals are the starting point
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240

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House View Monthly

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

More than 160 years

offering financial advice

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