Family. Wealth. For Generations.

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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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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.

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A leading global wealth manager

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Advice for business owners & entrepreneurs

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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.

  • 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
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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
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                              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.

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