Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Three people sitting in office

Anthony L. Venetta

Senior Vice President–Wealth Management

Financial Advisor

Tony’s wealth management experience spans more than two decades. Over this time, he has learned that two of the most important facets of the relationship between financial advisor and client, are trust and competence. He is a firm believer that trust comes from simply listening to each client and always placing their interests in the forefront. Competence is a result of not only successfully navigating through the myriad of markets over his career, but also his commitment to continued professional development. Tony believes it’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer.

Experience to guide you forward
Throughout Tony’s career, he has held leadership positions as a former branch coach, and also as the former UBS Dublin Branch Manager for nine years. Currently, he dedicates 100% of his day toward advising the team’s private clients by creating plans, managing these plans, and portfolio construction. Finally, he scours the complex investment product landscape for suitable, risk appropriate, solutions and platforms.

Making a difference in my community
Tony has been actively involved with the local youth athletics association and with youth swim programs at the YMCA, USA Swimming, and the Olentangy Liberty High School Swim and Dive Team. Tony and his family are staunch supporters of St. Jude Children’s Research Hospital, The Columbus Zoo, American Cancer Society, Juvenile Diabetes Research Foundation, The Ohio State University, and others.

Outside the office
Tony resides in Powell, OH with his wife, Heather, and their two children. In his free time, he enjoys golfing, cooking, wine collecting and spending quality time with friends and family.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S.B.A., Finance, The Ohio State University
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220
  • (614) 793-3199

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

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