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

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 10/29/2025

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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    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

          500 N Hurstbourne Pkwy
          Suite 300
          Louisville, KY 40222
          ron.bass@ubs.com
          Ron T. Bass
          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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                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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