Begin with a plan

For your goals. For your future.

Mountain climbers reaching the summit

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 Brown

    Jamey Brown

    Managing Director–Wealth Management

    Branch Manager

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    CA License #4043039

    • Forbes Best-in-State Wealth Advisors, 2019, 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.

        5120 Village Square Drive
        Paducah, KY 42001
      • Daniel Brown

        Daniel Brown

        Senior Vice President–Wealth Management

        Financial Advisor

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        CA License #4043043

        • 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.

            5120 Village Square Drive
            Paducah, KY 42001
          • Steven Kelsey

            Steven Kelsey, CRPC

            Senior Vice President–Wealth Management

            Financial Advisor

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            CA License #:4043044

                  5120 Village Square Drive
                  Paducah, KY 42001
                • Lydia May

                  Lydia May

                  First Vice President–Wealth Management

                  Financial Advisor

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                  CA License #:0M73261

                        5120 Village Square Drive
                        Paducah, KY 42001
                      • Jason Straub

                        Jason Straub

                        Financial Advisor

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                        • AL
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                        • DC
                        • DE
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                        CA License #4188365 

                              5120 Village Square Drive
                              Paducah, KY 42001
                            • Kristy Taliaferro

                              Kristy Taliaferro

                              Authorized Officer

                              Senior Wealth Strategy Associate

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                              • FL
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                                    5120 Village Square Drive
                                    Paducah, KY 42001

                                  The Year Ahead - Sustainable Investing

                                  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.

                                  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

                                  Global leader

                                  UBS is a world-leading wealth manager