Insight-based advice

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.

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Peter Sutton McFarland

Senior Vice President–Wealth Management

I started in the business in Jan. 1997 with American Express Financial Advisors in Wisconsin. In late 1998 I decided to move to Kentucky to be closer to my father and started at Central Investment Center inside of Central Bank. While there I managed $80 million in assets and was named a top 50 advisor in the country by "Bank Investment Consultant" magazine from 2007-2011. I graduated from the University of Wisconsin-Whitewater in Dec. 1996 with my major in Organizational Communications, and a minor in Finance. My wife Theresa and I have 2 boys, Brady and Joey.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • ND
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WV

  • Forbes Best-in-State Wealth Advisors, 2020, 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Organizational Communications, University of Wisconsin-Whitewater
307 South Ashland Avenue
Lexington, KY 40502
  • (859) 219-6429

Email Me

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Retirement planning

Retirement planning

Multigenerational planning

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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In invested assets globally 
As of 06/30/2022

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