Begin with a plan

For your goals. For your future.

BWMG 2024

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, 2023, 2024The 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
        jamey.brown1@ubs.com
        Jamey Brown, CFP CEPA
        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, 2023, 2024The 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
            dan.brown@ubs.com
            Daniel Brown, CFP, CEPA
            5120 Village Square Drive,Paducah,KY,42001
          • Lydia Headshot 2023

            Lydia May, CFP

            First Vice President–Wealth Management

            Financial Advisor

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            • AL
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            • CA
            • CO
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            • DC
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            • OR
            • PA
            • 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
                lydia.may@ubs.com
                Lydia May, CFP
                5120 Village Square Drive,Paducah,KY,42001
              • Jason Headshot 2023

                Jason Straub, CFP

                Financial Advisor

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                • AL
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                • CA
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                • DC
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                • GA
                • HI
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                • KY
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                • NC
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                • OK
                • OR
                • PA
                • RI
                • SC
                • TN
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                • 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
                    jason.straub@ubs.com
                    Jason Straub, CFP
                    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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                    • OK
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                          5120 Village Square Drive
                          Paducah, KY 42001
                          krista.taliaferro@ubs.com
                          Kristy Taliaferro
                          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
                                  debra.sommer@ubs.com
                                  Debra Sommer
                                  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
                                        melissa.breeden@ubs.com
                                        Melissa Breeden
                                        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
                                              adrienne.yeager@ubs.com
                                              Adrienne Yeager
                                              5120 Village Square Drive,Paducah,KY,42001

                                            Why does A.I. in space matter?

                                            Outlook on interest rates

                                            Tree

                                            UBS and Credit Suisse—stronger than ever

                                            Global Wealth Report 2024

                                            Crafted wealth intelligence

                                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                                            Gain additional insights into the trends shaping wealth in the US and around the world.

                                            Download the report

                                            A leader in wealth management

                                            Backed by the strength of our parent company, UBS AG

                                            $5.8+ trn

                                            UBS Group invested assets
                                            As of 03/31/2024

                                            51 countries

                                            Our global footprint

                                            Global leader

                                            UBS is a leading and truly global wealth manager

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