Lee Ann Cunningham-UBS Financial Services

Visit our office today located in Louisville, KY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Switow Hall Group, a dedicated Private Wealth Management team at UBS Financial Services Inc. in Louisville, KY, specializes in innovative solutions to help clients sustain and grow their wealth while preserving their legacies. With over three decades of experience, they are trusted by affluent families to navigate sensitive financial challenges through a disciplined process focused on wealth planning, investment strategies, and risk management. Led by Managing Director Mark R. Switow, the team emphasizes building deep, trusted relationships with clients by providing personalized service and clear communication. Their comprehensive approach includes retirement planning, asset allocation, and philanthropic consulting, ensuring that each client's unique financial situation is addressed with compassion and discretion. Generated from the website

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.