How can you pursue what matters most?

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.

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Jonathan Butcher

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • LA
  • MD
  • MI
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OK
  • SC
  • TN
  • TX
  • WV

Credentials

  • Chartered Retirement Plans Specialist
  • Portfolio Manager
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
  • (502) 420-7639

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

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