One commitment. All of UBS.

Meeting in a office

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.

Retired couple

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Business Owner in entryway

Advice for business owners & entrepreneurs

Insights

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

14.8%

CET1 capital ratio
UBS is one of the world’s best-capitalized banks

UBS Company Reporting as of 03/31/2024

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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    • 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

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          • KY
          • TN

                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
                • 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
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                      Dottie Carpenter

                      Branch Office Administrator

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                              500 N Hurstbourne Pkwy
                              Suite 300
                              Louisville, KY 40222
                              dottie.carpenter@ubs.com
                              Dottie Carpenter
                              500 N Hurstbourne Pkwy,Louisville,KY,40222
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                              Jeni Williamson

                              Receptionist

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                                      500 N Hurstbourne Pkwy
                                      Suite 300
                                      Louisville, KY 40222
                                      jeni.williamson@ubs.com
                                      Jeni Williamson
                                      500 N Hurstbourne Pkwy,Louisville,KY,40222
                                    Man looking in VR headset

                                    Making sense of significant wealth

                                    We can help you plan for it.

                                    When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                                    We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.