Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

rowing

Kelli Price

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MD
  • MI
  • MO
  • NC
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • WV

Credentials

  • Accredited Asset Management Specialist
  • Chartered Retirement Plans Specialist
  • Senior Retirement Plan Consultant
500 N Hurstbourne Pkwy
3rd Floor
Louisville, KY 40222
  • (502) 420-7654

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

White House

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

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

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