Begin with a plan

For your goals. For your future.

BWMG 2023

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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  • Jamey Headshot 2023

    Jamey Brown, CFP CEPA

    Managing Director–Wealth Management

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    CA License #4043039

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The 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 Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        5120 Village Square Drive
        Paducah, KY 42001
      • Daniel Headshot 2023

        Daniel Brown, CFP, CEPA

        Senior Vice President–Wealth Management

        Financial Advisor

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        CA License #4043043

        • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The 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 Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            5120 Village Square Drive
            Paducah, KY 42001
          • Steve Headshot 2023

            Steven Kelsey

            Senior Vice President–Wealth Management

            Financial Advisor

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            • AL
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            CA License #:4043044

                  5120 Village Square Drive
                  Paducah, KY 42001
                • Lydia Headshot 2023

                  Lydia May, CFP

                  First Vice President–Wealth Management

                  Financial Advisor

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                  • OR
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                  • RI
                  • SC
                  • TN
                  • TX
                  • UT
                  • VA
                  • WA
                  • WI

                  CA License #:0M73261

                  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                      5120 Village Square Drive
                      Paducah, KY 42001
                    • Jason Headshot 2023

                      Jason Straub, CFP

                      Financial Advisor

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                      • AL
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                      • OR
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                      • RI
                      • SC
                      • TN
                      • TX
                      • UT
                      • VA
                      • WA
                      • WI

                      CA License #4188365 

                      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                          5120 Village Square Drive
                          Paducah, KY 42001
                        • Kristy Headshot 2023

                          Kristy Taliaferro

                          Authorized Officer

                          Senior Wealth Strategy Associate

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                          • FL
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                          • KY
                          • MI
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                                5120 Village Square Drive
                                Paducah, KY 42001
                              • Debbie Headshot 2023

                                Debra Sommer

                                Senior Client Associate

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                                        5120 Village Square Drive
                                        Paducah, KY 42001
                                      • Melissa Headshot 2023

                                        Melissa Breeden

                                        Wealth Management Associate

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                                        • KY

                                              5120 Village Square Drive
                                              Paducah, KY 42001
                                            • Adrienne Headshot 2023

                                              Adrienne Yeager

                                              Wealth Management Associate

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                                              • KY

                                                    5120 Village Square Drive
                                                    Paducah, KY 42001

                                                  Focus on liquidity management

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                                                  UBS and Credit Suisse—stronger than ever

                                                  Managing wealth is our craft

                                                  We’re committed to understanding what wealth means for you.

                                                  At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                                                  Backed by the strength of UBS

                                                  A global leader in wealth management

                                                  $5+ trillion

                                                  In invested assets globally 
                                                  As of 11/07/2023

                                                  51 countries

                                                  Our global footprint

                                                  Global leader

                                                  UBS is a world-leading wealth manager

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