Retirement planning. It's about time.

Professional guidance that helps inspire confidence

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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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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.

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    Peter McFarland

    Senior Vice President–Wealth Management

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    Peter has worked in the financial services industry since 1997 where he started with American Express Financial Advisors in Milwaukee, Wisconsin. After relocating to be closer to family, Peter worked in the Central Investment Center inside of Central Bank in Lexington, KY from 1998 to 2011. During his time there, Peter managed over $80 million in assets and was named a ‘Top 50 Advisor’ in the country by Bank Investment Consultant magazine from 2007-2011. In January 2012, Peter moved to UBS in order to better serve and meet his clients’ needs. While at UBS, Peter has expanded his business by helping people align their risk tolerance and investments to better pursue their financial goals and objectives. Peter was named to the Best-in-State Wealth Advisor by Forbes/SHOOK in 2020 and 2021.

    Outside of the office, Peter enjoys spending time with two sons, Joey and Brady, and his wife, Theresa. Peter also volunteers time coaching various youth community baseball leagues where his team wins include 3rd in the Cal Ripken World Series.  

    • Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022
        307 South Ashland Avenue
        Lexington, KY 40502
      • Jeremy-Chase

        Jeremy Chase, AAMS

        Financial Advisor

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        Jeremy graduated from Transylvania University with a Bachelor of Arts in Business Administration in 2008. Jeremy has been in the business since 2009, starting in back office operations at Hilliard Lyons and came to UBS in 2011 as a Client Service Associate. Jeremy was in the Client Service Associate role for 5 years before taking the position of Wealth Planning Analyst. Within the Wealth Planning Analyst role, Jeremy worked with many Financial Advisors throughout Lexington and Louisville helping create, review and improve the financial planning process. Jeremy is now using the skills and knowledge he gained from each of his previous positions to help build his own client base.  When not at work, Jeremy enjoys spending time with his wife, Sarah, and their two lovely daughters, Addie and Millie

            • Accredited Asset Management Specialist℠
            307 South Ashland Avenue
            Lexington, KY 40502
          • Jessica Bamberger, CFP®

            Jessica Bamberger, CFP®

            Client Associate

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            Jessica joined Peter and Jeremy's team in 2020 after being with UBS since 2016. She enjoys the planning aspect of wealth management and takes pride in the high quality service the team is able to offer to clients. Jessica graduated in 2017 with the highest distinction from the University of Kentucky Gatton College of Business and Economics, where she received her B.A. in finance. Jessica holds her CFP® designation, Series 7 and 66, as well as life and health insurance licenses. When she is not at the office, you can find her spending time with family and friends.

                • CERTIFIED FINANCIAL PLANNER™
                307 South Ashland Avenue
                Lexington, KY 40502

              Selecting retirement savings plans

              Retirement planning

              Retirement planning

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              How do you plan confidently for the retirement you want?

              Start by building a strategy based on the resources and needs over the course of your life.

              Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

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              UBS is a world-leading wealth manager

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