A plan for today, tomorrow and generations to come

Garner-Team

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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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    Allen Garner

    Senior Vice President–Wealth Management

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    • AL
    • AR
    • AZ
    • CA
    • FL
    • GA
    • IA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MO
    • NC
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV

    Although my financial services career officially began in 1974, I have been preparing for this work since 1952. Growing up, my family placed great emphasis on dedication, hard work, honesty, integrity and service to others with a strong personal faith. My father served several church congregations, and I continuously watched him place the needs of his worshippers before his own.

    Crisis management was a part of my upbringing. I would frequently witness individuals and families sharing their challenges, tragedies and crises with my family. It was these experiences that would ultimately shape my future and lead me to my career of serving others.

    Aiding people has become my mission in life. I cherish the opportunity that my clients have entrusted me to provide advice and guidance to help them achieve their financial success. Drawing connection to the Parable of the Talents, my goal is to be regarded as a good and faithful servant to my clients and I seek to maintain a personal and customized approach to every client’s unique needs and challenges. I strive to accomplish this by:

    • Employing a dedicated staff who embrace my values and perspective
    • Limiting the total number of families I serve
    • Providing a written “battle plan” that details the level of service my clients can expect
    • Making a provision to protect my current clients by ensuring that potential new clients fit well with our existing clientele.

    When my Client Service Associate and I joined the firm in September 2007, we knew we had found a company with a heritage and a reputation for excellence in wealth management and planning. I encourage you to examine us with an open, critical mind to see how we might both fit together.

        • CERTIFIED FINANCIAL PLANNER™
        307 South Ashland Avenue
        Lexington, KY 40502
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        Anne Oliver, CFP®

        Wealth Management Associate

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        • AR
        • FL
        • GA
        • IL
        • IN
        • KY
        • MI
        • OH

            • CERTIFIED FINANCIAL PLANNER™
            307 South Ashland Avenue
            Lexington, KY 40502
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            Lauren Ashely Hazard

            Wealth Management Associate

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            • KY

                  307 South Ashland Avenue
                  Lexington, KY 40502

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                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

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