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
  • NE
  • OH
  • OR
  • SC
  • SD
  • TN
  • TX
  • WI
  • WY

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

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

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