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Jonathan S. Butcher has been a Financial Advisor with UBS Financial Services for fifteen years. His areas of focus are in financial planning, asset allocation, and corporate retirement plans. Before joining UBS in 2000, Jonathan worked for 12 years as a corporate trainer / consultant for small business owners. He specialized in the development and retention of management and sales personnel. Jonathan graduated from Indiana Wesleyan University with a Business Degree. Jonathan currently holds the Series 7, 66, and Life and Health Insurance licenses; and has attained the professional designation of Chartered Retirement Plans Specialist (CRPS).

• Indiana Wesleyan University, Business

• Chartered Retirement Plans Specialist℠
• Senior Portfolio Manager
• Senior Retirement Plan Consultant

David Friedman has been a Financial Advisor with UBS for twenty three years. His areas of focus include retirement planning, asset allocation, and tactical strategic investment solutions. David currently holds the series 7,63,33, and life and health insurance licenses. David is also a designated Investment Management Consultant, and Wealth Advisor. David graduated from Ohio University with a BA in Finance.

• Ohio University, Finance

• Portfolio Manager
• Wealth Advisor

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• CA
• CT
• FL
• GA
• IL
• IN
• KY
• MD
• MI
• MO
• NC
• NV
• NY
• OH
• OK
• PA
• SC
• TN
• TX
• WV

Kelli has been a Financial Advisor since May 2001, starting at Hilliard Lyons. She joined UBS in June 2011. Prior to entering the financial services industry, Kelli was a natural gas broker for a Conoco affiliate. Kelli coordinated natural gas and electricity supplies for large corporations and utility co-ops across the United States and Canada.

As a Financial Advisor, Kelli provides investment advice and financial planning for individual clients. This includes a comprehensive Financial Goal Analysis, insurance and annuity review, and a custom investment strategy. As a Retirement Planning Consultant, Kelli works with investment committees to evaluate plan health, analyze investment selections, and provide employee education.  

Kelli graduated from the University of Louisville with a BA in Finance.

She holds Series 7 and Series 66 securities licenses as well as life and health insurance licenses.

• University of Louisville, Finance

• Accredited Asset Management Specialist
• Chartered Retirement Plans Specialist℠
• Senior Retirement Plan Consultant

 Kathy is a Client Service Associate with 34 years of investment experience. She began her career with Security Pacific Brokerage in Memphis, TN. From there she went to Prudential Securities as a wire operator for 15 years. The last two years at Prudential she was involved as the Branch Managers assistant. Kathy left Prudential in 1998 and joined JC Bradford. Kathy has stayed with the firm through the transitions of PaineWebber and UBS. 

Within our team she educates clients on account services and capabilities.  This would include, how to read statements/confirms, use Online Services, various banking services, as well as collect appropriate documentation to set up new accounts. 

Kathy holds a Series 7 license, has been the CSA Coach for the Louisville Branch since 2010.  Previously she was awarded the 2007 received Outstanding Contribution award and in 2014 received Making a Difference award.