Keep on track with the right financial advice

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.

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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
  • CA
  • CO
  • CT
  • FL
  • IA
  • IL
  • IN
  • KY
  • MI
  • MO
  • NC
  • NY
  • OH
  • SC
  • TN
  • VA
  • WA
  • WI

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
  • (317) 816-1850

Email Me

Retirement planning

Retirement planning

Helping women take charge

Helping women take charge

Wealth, from your point of view

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In invested assets globally 
As of 06/30/2022

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More than 150 years

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