Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Allen Garner Jr., CFP

Senior Vice President–Wealth Management

I am one of a small number of UBS Financial Advisors who have earned the designations of Certified Portfolio Manager (CPM®), Certified Financial Planner (CFP®) and Wealth Advisor. As such, I am eminently qualified to provide highly personalized wealth management services to my clients.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS--one of the world's largest wealth management firms.

Although my financial services career officially began in 1974, I have been preparing for this work since 1952. Growing up, my family placed great emphasis on dedication, hard work, honesty, integrity and service to others with a strong personal faith. As a pastor, my father served several churches and I continuously watched him place the needs of his congregation before his own. Crisis management was a part of my upbringing. I would frequently witness individuals and families sharing their challenges, tragedies and crises with my family. It was through these experiences that ultimately shaped my future and lead me to this career of serving others.

Aiding people has become my passion in life. I cherish the opportunity that my clients have entrusted me to provide advice and guidance helping them achieve their financial success. Drawing connection to the Parable of the Talents, my goal is to be regarded as that good and faithful servant to my clients.

I encourage you to examine us with an open and critical mind to see how we may compliment one another, working together to manage your financial and life goals.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MO
  • NC
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Portfolio Manager®
  • Wealth Advisor
307 South Ashland Avenue
Lexington, KY 40502
  • (859) 335-8112

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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