Wendy Bolton Splan - UBS Financial Services Inc. is a reputable wealth management firm based in Louisville, KY. With over two decades of experience, Wendy Bolton Splan provides customized financial advice and tailored wealth management solutions to meet the individual investment objectives of her clients. As a Vice President-Wealth Management and a Senior Portfolio Manager, Wendy holds various security licenses and is recognized for her expertise in retirement planning.
Backed by the strength of UBS, a global leader in wealth management, Wendy Bolton Splan and her team are committed to understanding the unique financial goals and aspirations of their clients. They offer finely crafted financial advice and expertise to help clients turn their financial vision into a reality. With a focus on retirement planning and long-term wealth preservation, Wendy Bolton Splan aims to instill confidence in her clients' financial future for many years to come.
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