Your financial life

Advice that looks beyond your portfolio

Matt & Ben - Bench 2

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

Why work with us?

Credentials that build confidence - As financial advisors, we have unique backgrounds – we're both former practicing attorneys. Matt Fresca is also a Certified Financial Planner and Ben Keller is a former Certified Public Accountant. As such, we have the training to 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 your 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.

Industry recognition - Matt has been recognized as a Forbes/SHOOK Best-in-State Wealth Advisor.

  • Matthew-Fresca

    Matthew Fresca

    Senior Vice President–Wealth Management

    Branch Manager

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    • AZ
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MO
    • NC
    • 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™ designation.  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 and managing the branch, 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
    • Samford University, Juris Doctorate
    • Samford University, MBA
    • Transylvania University, B.A.
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Portfolio Manager
    • Chartered Life Underwriter®
    • Chartered Financial Consultant
    307 South Ashland Avenue
    Lexington, KY 40502
  • Benjamin-Keller

    Benjamin Keller

    Account Vice President

    Certified Private Wealth Advisor® Professional

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    • AZ
    • CA
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MI
    • MO
    • MS
    • NC
    • 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 then creates strategies tailored to their individual, financial situations.  He is a FINRA-Registered General Securities Representative and Registered Investment Advisor Representative.

    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.  Ben graduated with the highest distinction from University of Kentucky College of Business, earning a bachelor's degree in Accounting.   He also earned a juris doctorate degree from the University of Kentucky College of Law.  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.

      • University of Kentucky College of Business, Accounting
      • University of Kentucky College of Law, Juris Doctorate
      • Certified Private Wealth Advisor® Professional
      307 South Ashland Avenue
      Lexington, KY 40502
    • Stephanie - 2021

      Stephanie Watts

      Accredited Asset Management Specialist℠

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      • FL
      • GA
      • IN
      • KY
      • MI
      • OH
      • TN

      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

      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.

      Retirement planning

      Retirement planning

      Multigenerational planning

      Multigenerational planning

      Selecting retirement savings plans

      How can you be more certain in an uncertain market?

      Let's put your plan in place, for today, tomorrow and for generations to come

      You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

      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