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$7 trn
UBS Group invested assets
As of 12/31/2025
![[Wealth Way] Multigenerational planning](mediahandler/dynamicmedia/628667/_Wealth Way_ Multigenerational planning.jpg)
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
Kelley Hart brings over 17 years of experience in financial services, having previously served as a Financial Advisor with J.P. Morgan Chase.
Her approach to wealth management emphasizes long-term financial planning, relationship development, and multigenerational wealth strategies. Kelley focuses on bridging generational perspectives, helping families align their financial objectives, communicate their intentions, and prepare future generations for the responsibilities of wealth stewardship. She recognizes that effective wealth management extends beyond investment portfolios to encompass family values, financial education, and the thoughtful transition of wealth across generations.
Outside of her professional life, Kelley enjoys spending time outdoors with her two children and family dog. She has an interest in travel, museums, and historical preservation and is a member of her local historic district. Her creative pursuits include culinary arts, design, and emerging technologies.
Financial Advisor
Kelley Hart brings over 17 years of experience in financial services, having previously served as a Financial Advisor with J.P. Morgan Chase.
Her approach to wealth management emphasizes long-term financial planning, relationship development, and multigenerational wealth strategies. Kelley focuses on bridging generational perspectives, helping families align their financial objectives, communicate their intentions, and prepare future generations for the responsibilities of wealth stewardship. She recognizes that effective wealth management extends beyond investment portfolios to encompass family values, financial education, and the thoughtful transition of wealth across generations.
Outside of her professional life, Kelley enjoys spending time outdoors with her two children and family dog. She has an interest in travel, museums, and historical preservation and is a member of her local historic district. Her creative pursuits include culinary arts, design, and emerging technologies.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
