Tracy King, CFP® - UBS Financial Services Inc.

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.

Generations Private Wealth, a subsidiary of UBS Financial Services Inc. based in Louisville, KY, specializes in guiding clients through significant personal and professional financial transitions with over 20 years of experience. Their comprehensive approach encompasses customized financial planning, investment strategies, and transition strategies tailored for both business owners and executives. The firm emphasizes the importance of collaborative planning, addressing liquidity management, estate planning, and wealth transfer across generations. By integrating emotional and financial considerations, Generations Private Wealth aims to empower clients to make informed decisions and build a lasting legacy that aligns with their values and goals. Generated from the website

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.