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
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • NC
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • WI
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2024, 2025The 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
Home Worker FL
Home Worker FL, FL 000

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings