Executive wealth solutions

As UBS Private Wealth Advisors, we understand the importance of preserving all you've achieved for your family and the legacy you hope to leave to each generation. Accessing the full depth and breadth of UBS platforms and expertise, we are not only well-positioned to advise you on your most complex wealth challenges, we're committed to delivering the responsive service and stewardship you deserve.

Private Wealth Management is a division within UBS Financial Services Inc.

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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.

  • Kathryn-Inman

    Kathryn Inman

    Senior Vice President–Wealth Management

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    • CA
    • CO
    • FL
    • GA
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MO
    • NC
    • NE
    • OH
    • OR
    • SC
    • SD
    • TN
    • TX
    • WI
    • WY

    Kay Inman has been committed to providing personalized wealth management solutions to her clients for over three decades.  Throughout this time, she has had what she calls 'a front row seat' in witnessing the impacts of providing comprehensive advice based on a true understanding of each client's unique needs.  She firmly believes the foundation of all financial goals and objectives begins with having a comprehensive wealth mangement plan in place - one that covers the various aspects of planning and preparing for your significant life events.  This includes planning for and during retirement, dealing with unexpected illness or loss, educating children/grandchildren and much, much more.  Kay's focus is always on you, our client, getting to know you so that she can tailor your portfolio specifically to your needs.

    Kay is a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations.  She is experienced in creating financial plans that can help clients live the lives they envision for themselves and their families.

    Commitment to Giving Back

    Kay believes it is important to give back to the community which has provided so much opportunity to her.  She is a volunteer teacher in several local adult education programs as well as an active alum of the University of Louisville Business School.  She loves working with people who are about to enter or re-enter the workforce and need mentoring or help sharpening specific skillsets.

    More About Kay

    Kay has been married to her husband, Bruce, for 33 years and they enjoy traveling with their son, Ben, who is 25.  She is a native of Louisville and earned a B.A. in business from the University of Louisville.  In her spare time, she enjoys cycling, skiing, hiking and kayaking.

      • University of Louisville, Business
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      500 N Hurstbourne Pkwy
      Suite 300
      Louisville, KY 40222
    • William-Benoit

      William Benoit Jr., CFP, CRPC

      First Vice President–Wealth Management

      Financial Advisor

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      • CA
      • CO
      • FL
      • GA
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MI
      • MO
      • NC
      • NE
      • OH
      • OR
      • SC
      • SD
      • TN
      • TX
      • WI
      • WY

      Will is passionately committed to creating a meaningful difference in the lives of his clients through helping them pursue their goals.  In fact, for over 15 years he has focused on full wealth integration which requires a clear understanding of your financial planning, investment management, risk management, estate planning strategies, and wealth management goals.  Will is committed to helping you simplify, organize and coordinate all aspects of your wealth so you can focus on what matters most to you.

      As a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor designations, Will can focus on our client's total portfolio looking at retirement income planning.  Will is dedicated to knowing clients so that he can best help them meet their short and long-term financial goals.

      Commitment to Giving Back

      Will is committed to giving back to his community and is especially devoted and passionate about the Colon Cancer Prevention Project, the only state non-profit focused soley on preventing this deadly disease, serving as past Board Chair and current advisor. 

      More About Will

      Will is a graduate of the University of Dayton and served as captain of the baseball team, where he applied and developed his strong leadership skills.

      Will and his wife, Lene of 14 years, are especially active and busy right now with their 3 children , Trey and Clayton aged 14 and 12, and their 2 year old  daughter Lillian.  As a family they enjoy playing tennis and golf together as well as travelling.  

        • University of Dayton
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Planning Counselor℠
        • Private Wealth Advisor
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
      • Gayle-Crow

        Gayle Crow

        Client Associate

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        • KY

        Gayle joined the Inman & Benoit Wealth Management Group in 2015 as our Business Development Specialist. She is committed to proactively managing all aspects of our client relationships.  Gayle is skilled at creating and delivering meaningful client communication, organizing our client events, and many other special aspects related to our ongoing client servicing and experience.

        Gayle holds  an MBA in Marketing from the University of Notre Dame and a BA in Economics from the University of California, Santa Barbara. 

        Outside of work, Gayle enjoys traveling with her 5 children, Kathryn (29), Emily (26), Jackson (23), Olivia (21) and Anna Grace (19).

          • University of Notre Dame, MBA in Marketing
          • University of California, Santa Barbara, BA in Economics
            500 N Hurstbourne Pkwy
            Suite 300
            Louisville, KY 40222
          • Robert Headshot 21

            Robert Bader

            Client Associate

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              Robert Bader  joined our team in April of 2021 as our Client Service Associate.  Robert  is dedicated to providing the best possible customer service.  His focus will be on opening and updating customer accounts, performing client transactions and all other account related inquiries.

               

              Robert is new to the finance industry after a career in the healthcare payment integrity field.  Robert graduated from Hanover College in 2014 with a degree in history and a minor in business.

               

              Robert and his wife Amanda have one daughter Meredith who is 7 months old.  In his free time, Robert enjoys playing golf, playing with his dog, and going out to eat with his family and friends.

               

               

                    500 N Hurstbourne Pkwy
                    Suite 300
                    Louisville, KY 40222

                  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.

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                  As of 06/30/2022

                  51 countries

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