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.

Your life, wealth and future. UBS Wealth Way

Retirement planning

Multigenerational planning

Accessing resources. Delivering solutions.

Advice for business owners and entrepreneurs

Sustainable investing

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

15.0%

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

UBS Financial Reporting as of 12/31/2021

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.

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    Jason Pryor

    Branch Manager

    CERTIFIED FINANCIAL PLANNER™

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    • AR
    • CT
    • FL
    • IN
    • KY
    • LA
    • NC

    Jason currently leads the team of financial advisors and support associates in the Louisville, KY branch.  In his role as branch manager, Jason assists advisors in delivering the global capabilities of UBS to better meet the needs and goals of the clients we serve.  He brings almost 20 years of industry experience, including the last 16 years at UBS.  Prior to assuming role of branch manager in 2017, he served as Market Supervisory Officer for the Tennessee Kentucky Market as well as other management and financial advisor roles over the years.  

     

    Jason is married and has one daughter.  in his free time he enjoys spending time with his family and traveling.  He is involved in various charities in the community, including Maryhurst.  

      • University of Kentucky, Bachelor of Business Administration: 1999 - 2003
      • CERTIFIED FINANCIAL PLANNER™
      500 N Hurstbourne Pkwy
      Suite 300
      Louisville, KY 40222
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      Stacy Fox

      Associate Director

      Admin Manager

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      • AR
      • KY
      • LA
      • TN
            500 N Hurstbourne Pkwy
            Suite 300
            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
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                    Jeni Williamson

                    Receptionist

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                            500 N Hurstbourne Pkwy
                            Suite 300
                            Louisville, KY 40222

                          What's your vision?

                          We can help you bring your vision to life.

                          Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.