MaryBeth Walker CFP®

MaryBeth Walker CFP®

Senior Vice President - Investments

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location of MaryBeth Walker CFP®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 certificate
  • Volunteer Experience

    • Music Minister

      Issued by Holy Spirit Parish At Geist on Sept 1997
      Holy Spirit Parish At GeistAssociated with MaryBeth Walker CFP®
    • Board of Directors, Events Committee Chair, Finance Committee

      Issued by Phoenix Theatre Cultural Centre on Jan 2017
      Phoenix Theatre Cultural CentreAssociated with MaryBeth Walker CFP®