Lasting relationships

Understanding what matters most to you

Lexington-KY

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Family photos

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ron Bass 2026 Headshot

    Ron T. Bass

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Ron Bass is a seasoned financial professional with extensive experience in wealth management and market leadership. As the Market Director for UBS in the Kentucky/Cincinnati Market, Ron oversees a dynamic team of financial advisors and wealth management professionals. His leadership is characterized by a commitment to excellence, client-centric strategies, and a deep understanding of the financial markets.

    Prior to his current role, Ron spent 25 years with Morgan Stanley, where he demonstrated his ability to lead teams, coach financial advisors, recruit experienced wealth management professionals, and manage large branch offices.

    Ron is known for his collaborative approach and his ability to foster a positive and productive work environment. He works closely with his team to ensure that they have the resources and support needed to succeed. His dedication to professional development and continuous learning has made him a respected leader within the industry.

    In addition to his professional achievements, Ron is actively involved in the community supporting Go Pantry, and St. Timothy Catholic Church in Union, KY

    Ron holds a bachelor’s degree in Marketing from the University of Louisville and resides in Union, KY with his wife Julie and daughters Jenna and Kaitlyn.  In his free time he enjoys boating, fishing, playing golf, running, cooking and spending time with family and friends.

          500 N Hurstbourne Pkwy
          Suite 300
          Louisville, KY 40222
          ron.bass@ubs.com
          Ron T. Bass
          500 N Hurstbourne Pkwy,Louisville,KY,40222
        • Mark Korona

          Mark Korona

          Managing Director–Wealth Management

          Financial Advisor

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          • AL
          • CA
          • DE
          • FL
          • GA
          • IL
          • IN
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • MS
          • NC
          • NJ
          • NY
          • OH
          • OK
          • PA
          • SC
          • TN
          • TX
          • VA
          • WV
          • UBS Wealth Management President’s Council, 2026UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

              307 South Ashland Avenue
              Lexington, KY 40502
              mark.korona@ubs.com,spencer.tabor@ubs.com
              Mark Korona
              307 South Ashland Avenue,Lexington,KY,40502
            • David Demarest

              David Walter Demarest

              Senior Vice President–Wealth Management

              Financial Advisor

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              • AL
              • CA
              • DE
              • FL
              • GA
              • IL
              • IN
              • KY
              • MA
              • MD
              • MI
              • MN
              • MO
              • NC
              • NJ
              • NY
              • OH
              • OK
              • PA
              • SC
              • TN
              • TX
              • VA
              • WV

                    307 South Ashland Avenue
                    Lexington, KY 40502
                    david.demarest@ubs.com,spencer.tabor@ubs.com
                    David Walter Demarest
                    307 South Ashland Avenue,Lexington,KY,40502
                  • Sarah Clark

                    Sarah Clark

                    Financial Advisor

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                    • AL
                    • CA
                    • DE
                    • FL
                    • GA
                    • IL
                    • IN
                    • KY
                    • MA
                    • MD
                    • MI
                    • MN
                    • MO
                    • MS
                    • NC
                    • NJ
                    • NY
                    • OH
                    • OK
                    • PA
                    • SC
                    • TN
                    • TX
                    • VA
                    • WV

                    Sarah is a Financial Advisor with Paradigm Partners. Sarah joined UBS after a successful career as a National Bank Examiner with the Office of the Comptroller of the Currency (OCC), an agency of the U.S. Department of the Treasury. During her 16 years at the OCC, Sarah held numerous positions and focused on several aspects of banking including investments, commercial credit, and risk management. Sarah supports the team by serving clients in Lexington and Louisville.

                    Outside of work, she enjoys hiking, the performing arts, and spending time with family. Sarah is a member of Western Kentucky University’s Finance Department Advisory Council and volunteers with local performing arts non-profit organizations. 

                          307 South Ashland Avenue
                          Lexington, KY 40502
                          sarah.a.clark@ubs.com
                          Sarah Clark
                          307 South Ashland Avenue,Lexington,KY,40502
                        Three generations in apple orchard

                        Turn possibilities into a plan

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                        A leading global wealth manager

                        A new era of wealth is underway

                        And this is your time to define success on your terms.

                        Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                        When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                        A leader in wealth management

                        Backed by the strength of our parent company, UBS AG

                        $7 trn

                        UBS Group invested assets
                        As of 12/31/2025

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a leading and truly global wealth manager

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