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
    • 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
        • 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

          UBS Year Ahead 2025

          Roaring 20s: The next stage

          Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

          A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

          Read the report

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.9+ trn

          UBS Group invested assets
          As of 06/30/2024

          51 countries

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          Global leader

          UBS is a leading and truly global wealth manager

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