Let's move forward. Together.

Mountain climbers reaching the summit

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.

Co-workers

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.

  • Jonathan-Butcher

    Jonathan Butcher

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MD
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OK
    • SC
    • TN
    • TX
    • VA
    • WV

    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
      500 N Hurstbourne Pkwy
      Suite 300
      Louisville, KY 40222
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      David Friedman

      First Vice President–Wealth Management

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      • AZ
      • CA
      • CT
      • FL
      • GA
      • IA
      • IL
      • IN
      • KY
      • MD
      • MI
      • MO
      • NC
      • NY
      • OH
      • OK
      • SC
      • TN
      • TX
      • VA
      • WV

      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
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
      • Kelli-Price

        Kelli Price

        Vice President–Wealth Management

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        • AZ
        • CA
        • CT
        • FL
        • GA
        • IA
        • IL
        • IN
        • KY
        • MD
        • MI
        • MN
        • MO
        • NC
        • NY
        • OH
        • OK
        • PA
        • SC
        • TN
        • TX
        • VA
        • 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
          500 N Hurstbourne Pkwy
          3rd Floor
          Louisville, KY 40222
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          Kathy Gray

          Client Associate

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             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.

                  500 N Hurstbourne Pkwy
                  Suite 300
                  Louisville, KY 40222

                The Year Ahead - Sustainable Investing

                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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