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Mary Lynn Ubik

Wealth Planner, CFP®
+1 312 364 5435
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Mary Lynn Ubik has been in the financial industry for over twenty years and provides client support for the Kasten Team.  Prior to William Blair, she first began her career at Merrill Lynch.

Mary Lynn is Series 7, Series 63, and Series 65 registered, and is a Certified Financial Planner. She is also a member of the Financial Planning Association.

Mary Lynn has a Bachelor of Science degree from Indiana University.

Learn more about the Kasten Team