Lasting relationships. For all that matters

A team of rowers rowing a boat

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Co-workers

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.

  • Sean-Crittendon

    Robert Crittendon

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WI

    Sean is a proud Louisville native where he graduated from the University of Kentucky in 1996 with a bachelor of business administration (BBA) degree in marketing.  Prior to becoming a Financial Advisor, Sean was a Residential Real Estate Appraiser for six years.  Sean began his career in financial services at Morgan Stanley in early 2002 and has been with UBS since 2005.  Sean's educational and broad business experiences included wealth management, marketing, finance, economics, real estate, and mortgage services.

    Sean and his lovely wife, Tori have two daughters, Elle (13) and Andi (6) and one son, Ian (9).  His family enjoys spending time outdoors, at the YMCA Norton Commons, and being active within the St Bernadette Parris and St. Mary Academy where all three children currently attend.

      • University of Kentucky, BBA in Marketing
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
        sean.crittendon@ubs.com
        Robert Crittendon
        500 N Hurstbourne Pkwy,Louisville,KY,40222
      • Al-Stout

        Almerine "Al" Stout III

        Senior Registered Client Associate

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        • FL
        • GA
        • IL
        • IN
        • KY
        • MO
        • NJ
        • NV
        • NY
        • OH
        • SC

        Al is a native of Louisville, KY growing up on his family farm.  He graduated from the University of Kentucky in 1990 with his Bachelor of Science degree in Accounting.  Al began his career in 1995 at Banc One Securities Corp as a sales assistant. In 2002 Al joined UBS working with 401(k) plans and directly with the participants assisting them in choosing investment options. Al is an integral part of the Wealth Planning Team in creating comprehensive financial plans for the Zegart Crittendon Wealth Management Group private clients.

        Al is an avid roller coaster enthusiast.  In his free time he spends his time at home with Titus, his three year old Great Dane.

          • University of Kentucky, B.S. in Accounting
            500 N Hurstbourne Pkwy
            Suite 300
            Louisville, KY 40222
            al.stout@ubs.com
            Almerine "Al" Stout III
            500 N Hurstbourne Pkwy,Louisville,KY,40222
          Three generations in apple orchard

          Turn possibilities into a plan

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          Support and resources

          The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

          Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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          $5.9+ trn

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          As of 06/30/2024

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          UBS is a leading and truly global wealth manager

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