Experience

Makes all the difference

Jamey Brown

Managing Director–Wealth Management

Financial Advisor

CA License #4043039

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MN
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
5120 Village Square Drive
Paducah, KY 42001

Email Me

jamey.brown1@ubs.com
Jamey Brown
5120 Village Square Drive,Paducah,KY,42001

Daniel Brown

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MN
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
5120 Village Square Drive
Paducah, KY 42001

Email Me

dan.brown@ubs.com
Daniel Brown
5120 Village Square Drive,Paducah,KY,42001

Steven Kelsey

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Credentials

  • Chartered Retirement Planning Counselor
5120 Village Square Drive
Paducah, KY 42001

Email Me

steven.kelsey@ubs.com
Steven Kelsey
5120 Village Square Drive,Paducah,KY,42001

Lydia May

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MN
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER™
5120 Village Square Drive
Paducah, KY 42001

Email Me

lydia.may@ubs.com
Lydia May
5120 Village Square Drive,Paducah,KY,42001

Wendy Kester

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
5120 Village Square Drive
Paducah, KY 42001

Email Me

wendy.kester@ubs.com
Wendy Kester
5120 Village Square Drive,Paducah,KY,42001

Jason Straub

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

5120 Village Square Drive
Paducah, KY 42001

Email Me

jason.straub@ubs.com
Jason Straub
5120 Village Square Drive,Paducah,KY,42001

Kristy Taliaferro

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • FL
  • IL
  • KY
  • MI
  • MO
  • OK
  • TN
  • VA
5120 Village Square Drive
Paducah, KY 42001

Email Me

krista.taliaferro@ubs.com
Kristy Taliaferro
5120 Village Square Drive,Paducah,KY,42001

Debra Sommer

Senior Client Associate

5120 Village Square Drive
Paducah, KY 42001

Email Me

debra.sommer@ubs.com
Debra Sommer
5120 Village Square Drive,Paducah,KY,42001

Melissa Breeden

Wealth Management Associate

Registered States:
  • KY
5120 Village Square Drive
Paducah, KY 42001

Email Me

melissa.breeden@ubs.com
Melissa Breeden
5120 Village Square Drive,Paducah,KY,42001

Lisa Highfil

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AR
  • CA
  • CO
  • FL
  • IL
  • IN
  • KY
  • NY
  • TN
  • TX
  • WY
5120 Village Square Drive
Paducah, KY 42001

Email Me

lisa.highfil@ubs.com
Lisa Highfil
5120 Village Square Drive,Paducah,KY,42001

Adrienne Yeager

Wealth Management Associate

Registered States:
  • KY
5120 Village Square Drive
Paducah, KY 42001

Email Me

adrienne.yeager@ubs.com
Adrienne Yeager
5120 Village Square Drive,Paducah,KY,42001

Debra Bolen

Client Associate

5120 Village Square Drive
Paducah, KY 42001

Email Me

debra.bolen@ubs.com
Debra Bolen
5120 Village Square Drive,Paducah,KY,42001