Embrace change. Transition confidently.

Private Wealth Management

Am I making the right choices for myself? My family? My company? These are the questions many of our clients ask us as they undergo major change within their lives and businesses. At Generations Private Wealth, we help our clients navigate their wealth during important life transitions, whether personal or professional. For over 20 years, we've guided them through every type of market, often working with second and third generations. 

Global access. Local presence.
Accessing the extensive resources and expertise of UBS, one of the world's leading wealth managers, our team brings sophisticated global resources, in-depth knowledge and exceptional understanding to your complex financial world. Whether it's helping you exit your business, evolve your career or manage through loss of a loved one or divorce, we will educate you about your choices and support you with advice and solutions as you pursue those goals.

Together, we’ll help you embrace change, make well-informed decisions and shape your future with confidence and ease.

Three generations in front yard

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.

  • Kellie Sheryak

    Kellie Sheryak, CEPA

    Managing Director–Wealth Management

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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    It's about leadership.

    Kellie leads the Generations Private Wealth Management Team. Over the past 33 years, she has served client families through multiple market cycles, while partnering with them to navigate business transitions, liquidity events, and retirement in order to help them build and preserve a legacy that is consistent with their values. Kellie's experience, along with her knowledge of her clients' goals and values means she is often the first phone call when they need advice on issues that are impactful to their lives. 

    Kellie is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.

     “My team and I have intentionally limited the number of families we work with in order to ensure we provide the expertise, resources, and service necessary to work toward our goal of constantly exceeding our clients' expectations."

    Experience

    • Joined financial industry in 1983
    • Joined UBS in 2004

    Credentials

    • Graduated from Hanover College
    • Holds Series 7, 63, and 65 securities licenses
    • Holds Life and Health Insurance licenses
    • Holds CEPA® designation
    • Chapter President of the Kentuckiana Exit Planning Institute

    Life

    • On the Board of Trustees of Spalding University
    • On the Leadership Council of the Business Scholars Program at Hanover College
    • Co-Founder of Kentucky's Women's Advisory Network
    • Board Member of CASA (Court Appointed Special Advocates)
    • Married to John Sheryak for almost 30 years
    • Has two adult children
    • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Top 1,000 Financial Advisors, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The 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, 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.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Certified Exit Planning Advisor
      Estate planning strategies
      Exit planning
      Business succession
      Women investors
      Entrepreneurs
      Corporate executives
      500 N Hurstbourne Pkwy
      Suite 300
      Louisville, KY 40222
      kellie.sheryak@ubs.com
      Kellie Sheryak, CEPA
      500 N Hurstbourne Pkwy,Louisville,KY,40222
    • John Daly

      John P. Daly Jr., CFP®, CRPC®, AAMS®, CEPA®

      First Vice President–Wealth Management

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      • AL
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      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MS
      • MT
      • NC
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI

      It's about trust.

      John serves as the team's Account Vice President. After graduating magna cum laude in three years from Notre Dame, John earned a scholarship to attend medical school at the University of Louisville. Despite finishing the first year curriculum ranked in the top third of his class, he stepped away from the medical field to pursue the opportunity to help people with a different kind of health: their financial health. John is passionate about investing and loves the challenge of identifying ways to serve goal-oriented investors. He enacts a highly customized approach in designing and implementing client portfolios, taking into consideration long-term needs and planning for the unexpected. John partners with clients to transform a goal into a legacy.

      "As someone who made his first investment on Wall Street while still in grade school, I am passionate about investing and love the challenge of identifying ways to serve goal-oriented investors."

      Experience:

      • John joined UBS in 2014

      Credentials:

      • Graduated magna cum laude in three years from the University of Notre Dame
      • Holds Series 7, 63, and 65 securities licenses
      • Hold Life and Health Insurance Licenses
      • Holds the Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®), and Certified Exit Planning Advisor (CEPA®)

      Life: 

      • Married to Katie Daly. They have two sons (Jack and Mark) and serve as foster parents for St. Joseph Children's Home
      • Fluent in Spanish and serves on the board of Project Latin America
      • Coaches youth soccer and runs one marathon a year
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

        • Certified Exit Planning Advisor
        • Accredited Asset Management Specialist
        • CERTIFIED FINANCIAL PLANNER®
        • Chartered Retirement Planning Counselor
        Philanthropy
        Legacy planning
        Business succession
        Custom portfolios
        Alternative investments
        Multi-generational families
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
        john.p.daly@ubs.com
        John P. Daly Jr., CFP®, CRPC®, AAMS®, CEPA®
        500 N Hurstbourne Pkwy,Louisville,KY,40222
      • Connor Sheryak

        Connor Sheryak, CFP

        Account Vice President

        Financial Advisor

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        • AL
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        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI

        It's about purpose.

        Connor is committed to helping clients simplify the complexity in their financial lives and focus on what's most important. He provides insight on comprehensive wealth advisory, including retirement & estate planning, cash flow analysis, asset allocation, as well as multigenerational wealth education & transfer.

        Prior to joining the team, Connor served as an analyst in New York and in Chicago, during which he gained strong skillsets in investment management, comprehensive wealth planning, and business development. 

        "I am passionate about collaborating with our clients and their other trusted advisors to design and implement strategies that align with their values."

        Experience:

        • Connor joined UBS in 2018

        Credentials:

        • BA from Georgetown University in Political Economy 
        • MS from University of Notre Dame in Management
        • Holds Series 7 and 66 securities licenses

        Personal:

        • State Champion in Track & Field and Cross Country while at Saint Xavier High School in Louisville.
        • NCAA Division I student- athlete as an undergraduate at Georgetown University and as a graduate student at University of Notre Dame.
        • Serves as a volunteer and mentor with Greenwood Project, which helps students of diverse backgrounds navigate the financial industry.
        • Serves as a volunteer and mentor with American Corporate Partners, which aims to help veterans with their transition from the military to civilian workforce.
        • Enjoys running, cycling, cooking and playing guitar in his free time.

            • CERTIFIED FINANCIAL PLANNER®
            Philanthropy
            Legacy planning
            Estate planning strategies
            Sustainable investing
            Impact investing
            Multi-generational families
            500 N Hurstbourne Pkwy
            Suite 300
            Louisville, KY 40222
            connor.sheryak@ubs.com
            Connor Sheryak, CFP
            500 N Hurstbourne Pkwy,Louisville,KY,40222
          • Tina Williams

            Tina M. Williams, CFP®

            Authorized Officer

            Senior Wealth Strategy Associate

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            • MN
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            • NC
            • NY
            • OH
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            It's about focus.

            Tina serves as the Authorized Officer and Senior Wealth Strategy Associate for the team. With a longstanding career in the financial industry, she has worked in areas ranging from trust and estate administration to financial planning. In her current position, she has grown to focus on supporting the team's advisors by providing behind the scenes logistics, such as: coordinating team processes, providing investment analytics and portfolio reviews, and serving as the team's annuity specialist. This allows her to support the team and provide the highest quality service to clients.

             “I am passionate about getting the research and analysis right so we are providing the best investment advice possible for our clients.”

            Experience

            • Joined UBS in 2006
            • Began working in the financial industry in 1995

            Credentials

            • Graduated summa cum laude from Kennesaw State University
            • Hold Series 7 and 66 securities licenses
            • Holds Life and Health Insurance licenses

            Life

            • Served in the US Navy
            • Avid knitter and crocheter
            • Enjoys spending time with her family

                • CERTIFIED FINANCIAL PLANNER®
                Investing
                Custom portfolios
                Asset allocation
                500 N Hurstbourne Pkwy
                Suite 300
                Louisville, KY 40222
                tina.williams@ubs.com
                Tina M. Williams, CFP®
                500 N Hurstbourne Pkwy,Louisville,KY,40222
              • Kathryn Zalla

                Kathryn Zalla

                Senior Wealth Strategy Associate

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                • FL
                • KY

                It's about support.

                As a Client Service Associate, Katie is able to work with clients and her team to guarantee each receives best customer service possible. With a collaborative attitude and a helping hand, she ensures that things do not fall through the cracks. Katie works to keep the systems up-to-date, to work with clients on account services, and plan marketing events to celebrate clients and their families. She works to safeguard what clients have worked so hard to protect: their financial future.

                 “I am empowered by helping those around me and challenging myself to think of better ways to care for our clients.”

                Experience

                • Katie joined UBS in 2018

                Credentials

                • Holds Series 7 & 66 securities licenses
                • Graduated from Clemson University in 2016

                Life

                • Katie enjoys reading, traveling, and spending time outdoors exploring the trails in Kentucky

                      Banking
                      Cash management
                      500 N Hurstbourne Pkwy
                      Suite 300
                      Louisville, KY 40222
                      katie.zalla@ubs.com
                      Kathryn Zalla
                      500 N Hurstbourne Pkwy,Louisville,KY,40222
                    • Karen McWilliams

                      Karen McWilliams

                      Client Associate

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                              Banking
                              Women investors
                              Entrepreneurs
                              500 N Hurstbourne Pkwy
                              Suite 300
                              Louisville, KY 40222
                              karen.mcwilliams@ubs.com
                              Karen McWilliams
                              500 N Hurstbourne Pkwy,Louisville,KY,40222
                            • Paula Connell

                              Paula Connell, Strategic Partner

                              Senior Vice President–Wealth Management

                              Financial Advisor

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                              • CO
                              • CT
                              • DC
                              • DE
                              • FL
                              • GA
                              • IA
                              • ID
                              • IL
                              • IN
                              • KS
                              • KY
                              • LA
                              • MA
                              • MD
                              • ME
                              • MI
                              • MN
                              • MO
                              • MS
                              • MT
                              • NC
                              • NH
                              • NJ
                              • NM
                              • NV
                              • NY
                              • OH
                              • OK
                              • OR
                              • PA
                              • RI
                              • SC
                              • TN
                              • TX
                              • UT
                              • VA
                              • VT
                              • WA
                              • WI
                              • WY

                              With over three decades of experience as a financial professional, Paula has built a strong reputation for delivering comprehensive wealth management to women and their families experiencing transition and beyond, whether it is retirement, death, divorce, job change, empty nest, inheritance, or other life event. She joined UBS over 35 years ago and has been a Certified Financial Planner since 1998. Paula believes that real wealth management is providing thoughtful, comprehensive solutions that deliver real value to her clients. Paula is a Wealth Advisor as well as Portfolio Manager, both designations awarded by UBS, that allow her to bring her wealth of experience to each client situation. Having been through numerous market corrections and volatility, she has seen most market environments. It is Paula's thorough approach to building long term relationships and her genuine care that distinguish her among her peers.

                              Paula has been invited to attend the Barron's Top Women Advisor Summitt since 2007. In her community she currently serves as Vice Chair and Endowment Committee Chair of the Luther F. Carson Performing Arts Center. She was appointed by the Governor of Kentucky to the Kentucky Commission on Womenin 2017. Outside of work, Paula is an avid outdoor enthusiast with a love for gardening. As a former Certified Master Gardner, she has belonged to three garden clubs and is currently committed to the Paducah Garden Club, part of the Federated Garden Clubs of America.

                              • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
                              • Forbes Best-in-State Wealth Advisors, 2018, 2019, 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 Top Women Wealth Advisors Best-in-State, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                                  Financial planning
                                  Retirement planning
                                  Estate planning strategies
                                  Multi-generational families
                                  Women investors
                                  Business owners
                                  5120 Village Square Drive
                                  Paducah, KY 42001
                                  paula.bright@ubs.com
                                  Paula Connell, Strategic Partner
                                  5120 Village Square Drive,Paducah,KY,42001
                                • Wendy Kester

                                  Wendy Kester, Strategic Partner

                                  Senior Vice President–Wealth Management

                                  Financial Advisor

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                                  • AL
                                  • AR
                                  • AZ
                                  • CA
                                  • CO
                                  • CT
                                  • DC
                                  • DE
                                  • FL
                                  • GA
                                  • HI
                                  • IA
                                  • ID
                                  • IL
                                  • IN
                                  • KS
                                  • KY
                                  • LA
                                  • MA
                                  • MD
                                  • ME
                                  • MI
                                  • MN
                                  • MO
                                  • MS
                                  • MT
                                  • NC
                                  • NH
                                  • NJ
                                  • NM
                                  • NV
                                  • NY
                                  • OH
                                  • OK
                                  • OR
                                  • PA
                                  • RI
                                  • SC
                                  • TN
                                  • TX
                                  • UT
                                  • VA
                                  • VT
                                  • WA
                                  • WI
                                  • WY

                                  Wendy has over 20 years of experience in financial services, 18 of which have been in the investment industry. Prior to joining UBS, she was Vice President and Director of Investments at The Paducah Bank and Trust Company, where she managed over $150 million in client assets and served as Principal of the LPL Financial office.

                                  Wendy is married to Kliff, and they have two children. Her daughter Shelby is pursuing her passion in the coffee industry, and her son Kaleb is a student at McCracken County High School. Wendy enjoys the outdoors, reading, and is always exploring new hobbies. Her latest adventures include learning navigate the lakes and studying essential oils.

                                  Accomplishments

                                  • LPL Financial Client Service Awards 2012-2015
                                  • Leadership Paducah Outstanding Alumni 2008

                                  Education

                                  • Certified Financial Planner (CFP®)

                                  Licenses

                                  • Series 7, General Securities Representative
                                  • Series 65, Registered Investment Advisor
                                  • Series 24, General Securities Principal
                                  • Series 63, Uniform Securities State Agent
                                  • Life and Health Insurance Licenses for KY and IL

                                  Personal & Community

                                  • Leadership Paducah Alumnus and Past President

                                   

                                  • Forbes Best-in-State Wealth Advisors, 2024The 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 Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                                      Cash management
                                      Financial planning
                                      Legacy planning
                                      Retirement planning
                                      Estate planning strategies
                                      Women investors
                                      5120 Village Square Drive
                                      Paducah, KY 42001
                                      wendy.kester@ubs.com
                                      Wendy Kester, Strategic Partner
                                      5120 Village Square Drive,Paducah,KY,42001
                                    • Lisa Highfil

                                      Lisa A. Highfil, Strategic Partner

                                      Senior Wealth Strategy Associate

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                                      • AL
                                      • AR
                                      • AZ
                                      • CA
                                      • CO
                                      • CT
                                      • DC
                                      • FL
                                      • GA
                                      • IL
                                      • IN
                                      • KY
                                      • LA
                                      • MA
                                      • MD
                                      • MN
                                      • MO
                                      • MS
                                      • NC
                                      • NY
                                      • OH
                                      • OK
                                      • OR
                                      • PA
                                      • RI
                                      • TN
                                      • TX
                                      • UT
                                      • VA
                                      • WA
                                      • WI
                                      • WY

                                      It's about relationships.

                                      As a Wealth Strategy Associate, she is able to dig deep into her clients' lives to understand their goals, their priorities, their values and the families they love. She is truly invested in their financial well-being. To her, it's all about building, strengthening and supporting each relationship. She, along with her team, goes the extra mile—no matter what the concern or need. Every day Lisa is inspired by her career, motivated to do best job possible and committed to making a positive impact in her clients' lives.

                                       “I have the opportunity to work with so many great people I'm lucky enough to call my clients.”

                                      Experience

                                      • Lisa joined UBS in 2007

                                      Credentials

                                      • Series 7 and 66 securities licenses
                                      • Murray State University, business and marketing education

                                      Life

                                      • Lisa is very involved in her church and plays hand bells in their choir.
                                      • She teaches children's Sunday school
                                      • She enjoys Barre classes.

                                            5120 Village Square Drive
                                            Paducah, KY 42001
                                            lisa.highfil@ubs.com
                                            Lisa A. Highfil, Strategic Partner
                                            5120 Village Square Drive,Paducah,KY,42001

                                          Collaborative planning for the goals that matter

                                          We believe that planning is truly about listening and understanding—particularly during major life changes.

                                          Transition strategies for business owners

                                          Transition strategies for executives

                                          Financial empowerment for women

                                          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

                                          Our global footprint

                                          Global leader

                                          UBS is a leading and truly global wealth manager

                                          Insights