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

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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
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

          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

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          • AL
          • AR
          • DC
          • FL
          • HI
          • IN
          • KY
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • OK
          • OR
          • PA
          • SD
          • TN
          • UT
          • VT

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

                Director

                Admin Manager

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                • AL
                • AR
                • FL
                • HI
                • IN
                • KY
                • LA
                • MA
                • MD
                • MI
                • MS
                • NJ
                • OK
                • OR
                • PA
                • TN
                • UT

                      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

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                    A leading global wealth manager

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                    Los Angeles fire relief

                    Support and resources

                    The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

                    Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

                    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

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