One commitment. All of UBS.

Meeting in a office

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Retired couple

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Your life, wealth and future. UBS Wealth Way

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Accessing resources. Delivering solutions.

Advice for business owners

Sustainable investing

Insights

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

14.2%

CET1 capital ratio
UBS is one of the world’s best-capitalized banks

UBS Financial Reporting as of 12/31/2022

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.

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    Jason Pryor

    Market Director

    CERTIFIED FINANCIAL PLANNER™

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    • AR
    • AZ
    • CT
    • FL
    • IL
    • IN
    • KY
    • LA
    • NC
    • NJ
    • OH

    Jason currently leads the Kentucky business for UBS Global Wealth Management, with offices in Lexington, Louisville and Paducah.  In his role as Market Director, Jason assists advisors and their teams in delivering the global capabilities of the firm to better meet the needs and goals of the clients we serve.  He brings over 20 years of industry experience, including the last 18 years at UBS.  Jason began his UBS career as a financial advisor in our Lexington, KY office in 2005.  His prior roles include Branch Manager, Market Supervisory Officer and Financial Advisor. 

    Jason has been married to his wife Shannon for almost 20 years.  They have one daughter, Avery.  In his free time Jason enjoys spending time with his family, supporting his daughter’s volleyball passion, and traveling.  He is involved in various charities in the community, including Maryhurst.

      • University of Kentucky, Bachelor of Business Administration: 1999 - 2003
      • CERTIFIED FINANCIAL PLANNER™
      500 N Hurstbourne Pkwy
      Suite 300
      Louisville, KY 40222
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      Stacy Fox

      Director

      Admin Manager

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      • AL
      • AR
      • KY
      • LA
      • MS
      • TN

            500 N Hurstbourne Pkwy
            Suite 300
            Louisville, KY 40222
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            Dottie Carpenter

            Branch Office Administrator

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                    500 N Hurstbourne Pkwy
                    Suite 300
                    Louisville, KY 40222
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                    Jeni Williamson

                    Receptionist

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                            500 N Hurstbourne Pkwy
                            Suite 300
                            Louisville, KY 40222
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                          Making sense of significant wealth

                          We can help you plan for it.

                          When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                          We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.