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MaryBeth Walker CFP®

Senior Vice President - Investments

314 followers

Indianapolis, Indiana, United States

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Timeline
About me
Competence. Consistency. Character.
Education
- University of Iowa
  -
  Master of Business Administration - MBA
  The Tippie MBA is consistently ranked among the top 50 public programs by Business Week, U.S. News & World Report, The Financial Times of London, the Economist, and Forbes.
- University of Illinois Urbana-Champaign
  1981 - 1985
  Bachelor's Journalism
  The Unversity of Illinois Department of Journalism has been a part of making history and teaching students how to report it for more than 75 years. It is the birthplace of Public Broadcasting and the alma mater of winners of the Pulitzer Prize, Emmy Award and Peabody Award.
Experience
- Fifth Third Bank
  May 1998 - May 2007
  Senior Vice President - Investments
  I served clients of Fifth Third Bank as a financial advisor in its brokerage division and as a relationship manager with its Trust department. I was one of the company's first advisors selected to work exclusively with the clients of Private Banking and Commercial Lending. Additionally, I managed the advisors and staff of Central Indiana brokerage for 3 years.
- UBS
  Jun 2007 - now
  Senior Vice President of Wealth Management
Licenses & Certifications
- **Registered States** AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NY, OH, OR, SC, TN, TX, VA, VT, WA, WI
  FINRA
- CERTIFIED FINANCIAL PLANNER
  CFP Board
  Nov 2012
  View certificate
Volunteer Experience
- Music Minister
  Issued by Holy Spirit Parish At Geist on Sept 1997
  Associated with MaryBeth Walker CFP®
- Board of Directors, Events Committee Chair, Finance Committee
  Issued by Phoenix Theatre Cultural Centre on Jan 2017
  Associated with MaryBeth Walker CFP®

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