Retirement planning. It's about time.

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Retired couple

Wendy Bolton Splan

Vice President–Wealth Management

After 15 years working as a CPA in public accounting and managing corporate retirement plans, I found my true passion as a financial advisor.  Now, over two decades later, I draw on this experience and knowledge by providing customized wealth management advice, tailored to meet my clients' individual investment objectives.  I began my career as a financial advisor with Smith Barney in 1994 and joined UBS Financial Services Inc. in 2009.  I earned my degree in accounting from Utica College of Syracuse University and receive my CPA license in 1984.  I am Vice President-Wealth Management and a Senior Portfolio Manager.  I hold the series 7, 63, and 65 security licenses along with long term care, annuity and life insurance licenses.

Registered States:
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MI
  • MO
  • NC
  • OH
  • OR
  • SC
  • TN
  • TX
  • WI
  • WV
  • WY

  • Forbes Best-in-State Wealth Management Teams, 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

Education

  • B.S. Accounting, Utica College of Syracuse University

Credentials

  • Senior Portfolio Manager
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
  • (502) 326-2565

Email Me

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Global Wealth Report 2024

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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.

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