Insight-based advice

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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.

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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
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • 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
        jennifer.brenzel@ubs.com
        Jennifer Brenzel Hartlage
        500 N Hurstbourne Pkwy,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
        • NC
        • 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
            joan.baldwin@ubs.com
            Joan Baldwin
            500 N Hurstbourne Pkwy,Louisville,KY,40222
          Three generations in apple orchard

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          ElectionWatch 2024

          24 questions for the '24 US election

          Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

          The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

          Download the report

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