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.

  • Ryan

    Ryan McLaughlin

    Executive Director

    Market Executive

    • image
    • image
    • image
    • AL
    • AR
    • KY
    • LA
    • MS
    • TN

          3102 West End Ave
          Suite 500
          Nashville, TN 37203
          ryan.mclaughlin@ubs.com
          Ryan McLaughlin
          3102 West End Ave,Nashville,TN,37203
        • Pat

          Pat Cook

          Associate Director

          Associate Market Executive

          • image
          • image
          • image
          • KY
          • TN

                3102 West End Avenue
                Suite 500
                Nashville, TN 37203
                pat.cook@ubs.com
                Pat Cook
                3102 West End Avenue,Nashville,TN,37203
              • image

                Stacy Fox

                Director

                Admin Manager

                • image
                • image
                • AL
                • AR
                • KY
                • LA
                • MS
                • TN

                      500 N Hurstbourne Pkwy
                      Suite 300
                      Louisville, KY 40222
                      stacy.fox@ubs.com
                      Stacy Fox
                      500 N Hurstbourne Pkwy,Louisville,KY,40222
                    Three generations in apple orchard

                    Turn possibilities into a plan

                    House View Monthly

                    Mountain climbers on peak at sunrise

                    A leading global wealth manager

                    White House

                    ElectionWatch 2024

                    24 questions for the '24 US election

                    Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                    The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

                    Insights