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

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Three generations in apple orchard

Turn possibilities into a plan

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Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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