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

    Senior Vice President–Wealth Management

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    • AK
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • LA
    • 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
        • NH
        • 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

          Turn possibilities into a plan

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          A leading global wealth manager

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          Support and resources

          Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

          Learn how you can get involved and make an impact through the UBS Optimus Foundation.

          The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $6 trn

          UBS Group invested assets
          As of 12/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

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