UBS Wealth Management USA has announced that Kelley Hart has joined the firm in Westport, Conn.. She joins the East Division led by Chris DiMuria, market executive Kevin Adams and market director Jim Miller.
Previously, Hart served as a financial adviser for JPMorgan Chase, bringing more than 17 years of financial services experience to UBS. Her approach to wealth management emphasizes long-term financial planning, relationship development and multigenerational wealth strategies.
Hart 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.
