Your financial life

Advice that looks beyond your portfolio

Team Picture 2023

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

The proof is in our numbers

$725 million

Assets under management

As of 09/14/2023

30

Collective years of experience


Why work with us?

Credentials that build confidence - As financial advisors, we have unique backgrounds – we're both former practicing attorneys, CERTIFIED FINANCIAL PLANNER™ Professionals and Certified Private Wealth Advisor® Professionals. Matt Fresca is a Certified Exit Planning Advisor®, while Ben Keller is a former Certified Public Accountant. As such, our training helps us better understand and address the complexities of your financial life.

Organization and coordination of your financial life - Using our unique legal, accounting and financial backgrounds, we help direct and lead discussions with other professionals to organize and coordinate all aspects of your financial life, far beyond just investments. So you can spend more time doing what's important to you.

Experience that benefits you - Having worked closely with successful families, professionals, businesses, and retirees for the past 20 years, we have the experience to understand the sophisticated issues you face and to provide simplified solutions.

Boutique practice, global resources - We operate as a boutique practice, backed by the global resources of UBS - one of the world's largest wealth managers.

  • Matthew-Fresca

    Matt Fresca, CFP®, CPWA®, CEPA®

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

    • image
    • image
    • image
    • AZ
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MO
    • NC
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • VA
    • WA
    • WV

    Credentials that build confidence

    Matt has over 20 years of wealth management experience helping clients reach their financial goals.  He is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative, and he holds life insurance and variable annuity licenses. Matt earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Exit Planning Advisor (CEPA®) designations.  He received a law degree and MBA from Samford University and a Bachelor of Arts degree from Transylvania University. Matt is also a member of the Kentucky Bar Association.

    Outside of UBS

    When he isn't in the office working with his clients, he enjoys spending time with his 2 children, Jake and Maddie, and his wife, Misty. UK basketball and football are also among Matt's interests, and once in a while you may catch a UK game on in his office, especially during the NCAA tournament.

    A commitment to you and your goals

    Matt is committed to providing a high level of personal service and trusted advice that aligns with your personal goals and expectations. He seeks to foster long-lasting, meaningful relationships sustained by expert knowledge, professional integrity and exceptional personal service.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Samford University, Juris Doctorate
    • Samford University, MBA
    • Transylvania University, B.A.
    • Senior Portfolio Manager
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Private Wealth Advisor® Professional
    • Certified Exit Planning Advisor
    • Chartered Life Underwriter®
    307 South Ashland Avenue
    Lexington, KY 40502
  • Benjamin-Keller

    Ben Keller, CFP®, CPWA®

    Account Vice President

    Certified Private Wealth Advisor® Professional

    • image
    • image
    • image
    • AZ
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MO
    • NC
    • NM
    • NY
    • OH
    • PA
    • SC
    • TN
    • VA
    • WA
    • WV

    Credentials that build confidence

    Ben joined Matt to form Fresca Keller Wealth after 15 years practicing as an attorney for one of the largest regional law firms in the southeast. He worked principally as a trial lawyer, litigating a variety of cases over his career, from estate, trust and tax matters to business, shareholder, and health care disputes.  His legal experience also includes business succession, estate, and trust planning. 

    Prior to his legal practice, Ben worked as a Certified Public Accountant for one of the world's largest accounting firms. He performed  tax consulting and compliance services for high net worth individuals and Fortune 500 companies.  

    Experience that benefits you

    With his extensive legal and tax experience, Ben is capable of providing guidance to clients concerning all of their financial needs. As a financial advisor, Ben helps people pursue their financial objectives by understanding their goals and needs, including their estate and business needs, and creates strategies tailored to their individual, financial situations.  He is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative.  He earned the CERTIFIED FINANCIAL PLANNER™ certification and the prestigious Certified Private Wealth Advisor® designation from the University of Chicago Booth School of Business.

    Outside of UBS

    Ben is involved in the community, having served on the Board of Arbor Youth Services for 9 years, including 3 years as Board Chair. Arbor is a non-profit organization which operates a shelter for homeless and at-risk children.  He is a member of the Kentucky Bar Association and former member of the Kentucky Society of CPAs.

    Outside of the office, Ben enjoys spending time with his wife and four children. When he's not attending his children's sporting events, he enjoys University of Kentucky basketball and football.

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Kentucky College of Business, Accounting (summa cum laude)
    • University of Kentucky College of Law, Juris Doctorate
    • Certified Private Wealth Advisor® Professional
    • CERTIFIED FINANCIAL PLANNER™
    307 South Ashland Avenue
    Lexington, KY 40502
  • Stephanie 2023

    Stephanie Watts

    Accredited Asset Management Specialist

    • image
    • image
    • image
    • AZ
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MO
    • NC
    • NM
    • NY
    • OH
    • SC
    • TN
    • VA
    • WA
    • WV

    Background

    Stephanie was born and raised in Liberty, Kentucky.  She graduated from the University of the Cumberlands in 2012 with a Bachelor of Science in Public Health and Human Services.

    Stephanie began her financial career in 2015 and joined UBS in 2021 as a Client Service Associate (CSA) for Fresca Keller Wealth.  She earned designations as a Financial Paraplanner Qualified Professional (FPQP™) and Accredited Asset Management Specialist (AAMS®) from the College of Financial Planning and the Accredited Investment Fiduciary (AIF®) from fi360.

     

    Education and professional achievements

    –         Bachelor's degree in Public Health and Human Services, University of the Cumberlands

    –         Financial Paraplanner Qualified Professional (FPQP™) - 2017

    –         Accredited Investment Fiduciary (AIF®) – 2018

    –         Accredited Asset Management Specialist (AAMS®) - 2020

      • University of the Cumberlands, Bachelor's degree in Public Health and Human Services
      • Accredited Asset Management Specialist
      • Financial Paraplanner Qualified Professional™
      307 South Ashland Avenue
      Lexington, KY 40502
    • Cameron 2023

      Cameron Bales

      Client Associate

      • image
      • image
      • KY

      Background

      Cameron was born and raised in Lexington, Kentucky. He graduated from the University of South Carolina with a Bachelor’s degree in International Studies, along with minors in Business Administration and German.

      After college, he began working in the financial industry with Fidelity in 2021, earning the Series 7 and 63 licenses, and assisted clients with their employer’s stock plans.  In 2023, Cameron joined UBS as a Client Service Associate (CSA) for Fresca Keller Wealth.  

      When Cameron is not working, you can find him enjoying the outdoors, being with friends and family, or cheering on the Cats. 

       

       Education and professional achievements

      –         Bachelor's degree in International Studies, University of South Carolina

      –         Minors in Business Administration and German

      –         Series 7 Securities License

      –         Series 63 Securities License

      –         Fluent in German

        • University of South Carolina, Bachelor's degree in International Studies
          307 South Ashland Avenue
          Lexington, KY 40502
        • Julie 2023

          Julie Haywood

          Client Associate

          • image
          • image

            Background

            Julie was born in Columbus, Ohio and grew up in Dayton. She graduated from Miami University with a Bachelor of Science in Education. Having an affinity for numbers, Julie was a math teacher before beginning her financial career in 2018. She spent five years working for two Lexington-based CPA firms doing tax compliance, bookkeeping, and payroll work.  Julie joined Fresca Keller Wealth as a Client Service Associate in 2023.

             

            Education

            –       Bachelor's degree in Education, Miami University

              • Miami University, Bachelor's in Education
                307 South Ashland Avenue
                Lexington, KY 40502

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              CIO House View monthly livestream

              Tree

              UBS and Credit Suisse—stronger than ever

              Focus on liquidity management

              couple on beachfront

              UBS Wealth Way

              Wealth from your point of view

              An approach that works for your entire financial life
              Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

              Insights