Kelley Hart joins UBS as Financial Advisor in Westport, Connecticut
“We are pleased to welcome Kelley to
Previously, Kelley served as a Financial Advisor for JP Morgan Chase, bringing more than 17 years of financial services experience to
Kelley works with families to bridge generational perspectives, align financial objectives and communicate their intentions around wealth. She also focuses on helping future generations prepare for the responsibilities that come with wealth stewardship. Her approach recognizes that effective wealth management extends beyond investment portfolios to include family values, financial education and the thoughtful transition of wealth across generations.
Outside of work, Kelley enjoys spending time outdoors with her two children and family dog. She is interested in travel, museums and historical preservation and is a member of her local historic district.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 7.3 trillion dollars of invested assets as per the second quarter 2026. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.
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Media:
Christina Aquilina
christina.aquilina@ubs.com
Chloe White
chloe.white@ubs.com
Source: UBS Wealth Management USA