Mary Lynn Ubik
Senior Wealth Planner
About Mary Lynn
Mary Lynn is a senior wealth planner on the Kasten, Jannotta & Jesanis team with William Blair’s Private Wealth Management. She has been in the industry for 25 years and first began her career at Merrill Lynch, prior to joining William Blair in 2000.
Mary Lynn is a graduate of Indiana University with a Bachelor of Science degree. She has the Series 7 General Securities Registered Representative, Series 63 Uniform Securities Agent State Law, Series 65 Uniform Investment Advisor Law Registration licenses, and is a CERTIFIED FINANCIAL PLANNER™ professional. She is a member of the Financial Planning Association.
As a team-dedicated CFP®, Mary Lynn advises the team’s high-net-worth families through financial planning, including assisting in new tax law, estate planning and regulations.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
Year William Blair was founded
Employees worldwide
Client assets
Independent and employee-owned
Offices worldwide
Companies under coverage
As of March 31, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.