Insight-based advice

Telescope in window

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.

Mother daughter on couch

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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    Jennifer Brenzel Hartlage

    First Vice President–Wealth Management

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Jennifer has been a financial advisor for over 10 years. She started her career in Charlotte, NC, in 1998. She joined Joan Baldwin at UBS Financial Services in March of 2001. Prior to being an advisor, she owned her own business. She also worked for her family's woodworking business based in Louisville, KY. She received her bachelor's degree from Queens College in Charlotte, NC. Jennifer focuses on asset allocation, 401Ks, individual estates, and retirement strategies.

      • Queens College, Bachelor's Degree
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
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        Joan Baldwin

        Vice President–Wealth Management

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        • CA
        • CO
        • FL
        • GA
        • HI
        • IL
        • IN
        • KY
        • MD
        • MI
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • VA

        Joan has been a Financial Advisor for over 23 years, first with J. C. Bradford and now UBS Financial Services. Joan received her Bachelor's degree and teaching certification from the University of Louisville. Prior to that she was employed by the American Diabetes Association and American Red Cross as a fund raiser. She and her husband, John, have four sons and have been married for 44 years. She prides herself on developing lasting relationships with her clients - some of whom are fourth generation.

          • University of Louisville, Bachelor's Degree
            500 N Hurstbourne Pkwy
            Suite 300
            Louisville, KY 40222

          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