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.

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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.

  • Bass 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
        • Stacy

          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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              Tariffs, volatility and your portfolio

              Are you ready?

              In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

              We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

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              As of 06/30/2024

              51 countries

              Our global footprint

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              UBS is a leading and truly global wealth manager

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