Experience

Makes all the difference

Jamey Brown, CFP CEPA

Managing Director–Wealth Management

CA License #4043039

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

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

5120 Village Square Drive
Paducah, KY 42001

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Daniel Brown, CFP, CEPA

Senior Vice President–Wealth Management

Financial Advisor

CA License #4043043

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

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

5120 Village Square Drive
Paducah, KY 42001

Email Me

Steven Kelsey

Senior Vice President–Wealth Management

Financial Advisor

CA License #:4043044

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
5120 Village Square Drive
Paducah, KY 42001

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Lydia May, CFP

First Vice President–Wealth Management

Financial Advisor

CA License #:0M73261

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

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

5120 Village Square Drive
Paducah, KY 42001

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Jason Straub, CFP

Financial Advisor

CA License #4188365 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MS
  • NC
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • 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.

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

5120 Village Square Drive
Paducah, KY 42001

Email Me

Kristy Taliaferro

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • FL
  • IL
  • KY
  • MI
  • MO
  • OK
  • TN
  • VA
5120 Village Square Drive
Paducah, KY 42001

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Debra Sommer

Senior Client Associate

5120 Village Square Drive
Paducah, KY 42001

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Melissa Breeden

Wealth Management Associate

Registered States:
  • KY
5120 Village Square Drive
Paducah, KY 42001

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Adrienne Yeager

Wealth Management Associate

Registered States:
  • KY
5120 Village Square Drive
Paducah, KY 42001

Email Me