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Planning for your family’s entire financial needs

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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.

  • Joyce-Meyer

    Joyce Meyer

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Joyce Meyer is a Chartered Retirement Planning Counselor (CRPC®) and has worked in the financial services industry since 1996. Among her areas of specialization are individual retirement, estate planning, and employer-sponsored retirement plans.

    She is a graduate of Bellarmine University in Louisville, where she earned a B.A. in business and history. Her professional licenses include the Series 7, 65, and 66, as well as the Life and Health Insurance licenses. 

    She provides civic and charitable support for these community organizations:

    • Waterfront Botanical Gardens
    • The Academies of Greater Clark
    • Ambassadors of Jeffersonville High School
    • GCCS Education Foundation
    • Bellarmine University
    • Assumption High School
    • Pat Harrison Resource Center 
    • JB Speed Art Museum
    • KY Shakespeare
    • Lincoln Heritage Council
    • Norton Healthcare Foundation
    • Fillies Inc
    • Derby Divas (Norton Healthcare)
    • Home of the Innocents
    • Backside Learning Center
    • Hosparus- Mitzi Sillman Annual Golf Outing
    • Festival of Trees & Lights
    • Bourbon & Bowties

    Dedicating her time to teach future generations is a top priority for Joyce. Recently, she started an internship program allowing students to learn about the financial industry while participating in client and community events. Students observe a wide range of business activities, giving them experience and confidence in a corporate setting.

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Bellarmine University, Business and History
    • Chartered Retirement Planning Counselor℠
    500 N Hurstbourne Pkwy
    Suite 300
    Louisville, KY 40222
  • Vincent-Straight

    Vincent Scott Straight

    Client Associate

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    • IN
    • KY

    Vincent started his career at UBS as an intern in April of 2017. He is now a CSA with his Series 7 & 66 license, as well as his Life & Health Insurance licenses. He began college at Auburn University where he was majoring in mechanical engineering, before he transferred to Indiana University Southeast where he graduated with a BS in business with a focus in Economics.

    Vincent gets involved in the community through the following organizations:

    • Waterfront Botanical Gardens
    • The Academies of Greater Clark
    • Ambassadors of Jeffersonville High School
    • Pat Harrison Resource Center
    • Derby Divas (Norton Healthcare)
    • Backside Learning Center

    In his free time he coaches soccer for juniors &seniors in high school at Mockingbird Valley Premier in Louisville. He also enjoys spending time with friends and family, taking his dog to the park, and going to his family's lake house. 

      • Indiana University Southeast, Business
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
      • Kim Carroll

        Kimberly Carroll

        Client Associate

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          Kim started her position at UBS in March of 2022 as a part time CSA. She is a retired teacher, coach, and Athletic Director from Greater Clark County Schools for 37 years.

          In her free time, she enjoys golfing, staying active, working out, and running.  She also volunteers as an usher at University of Louisville athletic events. She enjoys spending time with her friends and family.

                500 N Hurstbourne Pkwy
                Suite 300
                Louisville, KY 40222
              • Jasmine

                Jasmine Fondrisi

                Intern

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                  Jasmine began her internship with UBS March of 2022. She is currently enrolled at the University of Louisville majoring in Television Broadcasting. Outside of UBS Jasmine enjoys singing and acting. She wrapped her first feature film role starring in, “The Kiss List” coming to HBO Max in 2023.

                        500 N Hurstbourne Pkwy
                        Suite 300
                        Louisville, KY 40222

                      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.

                      Retired couple

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                      The circular economy: What is it?

                      Retirement planning

                      Retirement planning

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                      Multigenerational planning

                      Legacy—Wealth for others

                      For needs that go beyond your own—to help you improve the lives of others

                      What will your legacy be?
                      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                      Learn more at ubs.com/wealthway.

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