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. Kellie has been recognized by Forbes as one of “America's Top Women Advisors” and she is also honored to be among Forbes select group of “Best in State.”

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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    Rank
    • 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

    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
    • Recognized by Barron's as one of the top 1000 Financial Advisors in the US (2012)
    • Nominated for the Barron's Top 100 Women Advisor List
    • Recognized as one of the top Kentucky Advisors by Forbes
    • Selected as one of the top 250 women advisors by Forbes nationally.

    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 Advisory Teams, 2022
    • Barron's Top 1,000 Financial Advisors, 2012
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022
    • Forbes/SHOOK Top Women Wealth Advisors, 2018, 2019, 2020, 2021, 2022
      • 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
    • John Daly

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

      First Vice President–Wealth Management

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      Rank
      • 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
      • SD
      • TN
      • TX
      • UT
      • VA
      • VT
      • WA
      • WI
      • WY

      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/SHOOK Top 250 Next-Generation Wealth Advisors, 2017
        • 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
      • Connor Sheryak

        Connor Sheryak, CFP

        Financial Advisor

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        • AK
        • 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
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • PR
        • RI
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • VI
        • VT
        • WA
        • WI
        • WV
        • WY

        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
          • Tina Williams

            Tina M. Williams, CFP®

            Authorized Officer

            Senior Wealth Strategy Associate

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            • AL
            • AR
            • CA
            • CO
            • FL
            • IL
            • IN
            • KY
            • MA
            • MI
            • MN
            • MO
            • MS
            • 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
              • Margaret McCaslin

                Margaret M. McCaslin, CFP®

                Senior Wealth Strategy Associate

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                • FL
                • IN
                • KY

                It's about planning.

                Margaret serves as the Senior Wealth Strategy Associate. With a background in banking and customer relationship management, Margaret has a unique ability to approach topics and client relationships with patience and understanding. In her position, Margaret focuses on financial planning, preparing reports for client meetings, and insurance analysis.

                 “Plans are worthless, but planning is everything.”

                — Pres. Dwight D. Eisenhower

                Experience

                • Joined UBS in 2014

                Credentials

                • BA from Ohio Wesleyan University in Economics
                • MBA from American University
                • Holds Series 7 and 66 securities licenses
                • Holds Life and Health Insurance licenses

                Life

                • Margaret is an avid runner
                • She enjoys spending time with her family

                 

                    • CERTIFIED FINANCIAL PLANNER™
                    Financial planning
                    Education planning
                    Long-term care planning
                    Retirement planning
                    500 N Hurstbourne Pkwy
                    Suite 300
                    Louisville, KY 40222
                  • Shannon Stoehr

                    Shannon C. Stoehr

                    Team Administrator

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                    • FL
                    • IN
                    • KY

                    It's about providing personalized service solutions.

                    With more than 3 decades of experience in the financial services industry, Shannon serves as the Team Administrator. As the COO of the team, she works towards empowering her co-workers to be able to perform their jobs well, and to help clients achieve their immediate needs. Her dedication to each client is apparent, as she is able to visualize their goals and anticipate and solve issues as they happen. In her role, Shannon focuses on managing client transactions, account services, and day-to-day communication. In addition to staying up to date with regulatory and technological changes, she also oversees the needs of the team and provides efficient and accurate resolutions to special requests from clients.

                     “I like to handle any issues for clients that will allow them to spend their time focusing on the things that are most important to them.”

                    Experience

                    • Joined the financial industry in 1987
                    • Joined UBS in 2001

                    Credentials

                    • Holds Series 7, Series 63, and Series 65 securities licenses
                    • Holds Life and Health Insurance licenses

                    Life

                    • Married to Pat and has two children: a grown son and a teenage daughter.
                    • When she is not busy attending one of her daughter's many athletic, academic, or other extracurricular activities, Shannon loves to spend time with family and travel.

                     

                          500 N Hurstbourne Pkwy
                          Suite 300
                          Louisville, KY 40222

                        Collaborative planning for the goals that matter

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

                        As a team of caring, responsive collaborators, we want to know all we can about you, your priorities and concerns. From there we can help you develop a plan that can provide clear direction as you move through this difficult time, and help you define your vision of the future.

                        Our step-by-step process helps steady the emotional ups and downs of transition as we support you to help simplify the road ahead.

                        Transition strategies for business owners

                        Transition strategies for executives

                        Financial empowerment for women

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $3.3 trillion

                        In invested assets globally 
                        As of 12/31/2021

                        51 countries

                        Our global footprint

                        Global leader

                        UBS is a world-leading wealth manager

                        Insights