Every stage of wealth

• AL
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• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• IL
• KY
• MA
• MD
• ME
• MI
• MO
• MS
• NC
• NJ
• NY
• OH
• OR
• PA
• SC
• TN
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• VA
• VT
• WA

Experience to guide you forward
Robert specializes in providing comprehensive wealth management to high-net-worth and ultra-high-net worth families with complex needs. He also advises institutional clients, including non-profits, endowments and foundations, educational institutions and corporate retirement plans on their investment management, corporate cash management and financing needs. Robert coordinates and oversees the equity-based research and overall portfolio management the team.  

An original member of the Green Dickson team, Robert joined the UBS Greensboro office in 2008 after more than 29 years at Merrill Lynch. The addition of Robert Ketner to the group created an opportunity for a team name change to the R³ Wealth Management Group.

Credentials that build confidence

• Barron's "Top 1200 Advisors," 2018
• Senior Portfolio Manager, UBS Portfolio Management  Program
• Certified Investment Management Analyst (CIMA®), Wharton School, University of Pennsylvania
• Certified Retirement Plan Specialist (CRPS)®, College of Financial Planning.
• 2009 Graduate of the UBS Wealth Advisor Program
• B.S., finance management science; Minor in accounting, math, chemistry, University of Tennessee

Outside of UBS
An active community member, Robert served as Board Chair of the Greensboro Symphony Orchestra (2014 – 2016) and continues to serve on the Symphony's Board and Executive Committee as Chair of the Management Committee. He Joined the Greensboro Symphony Board in January, 2011. He is also a member of the Greensboro Sports Council, assisting with various sporting events held in the Triad Region. In January, 2018, Robert joined The Barnabas Network Board of Directors.

Robert and his wife, Laura have two children who live in New York City and Mooresville, NC. Robert enjoys biking, fly fishing, hiking, golf, snow and water skiing.

• Barron's Top 1,200 Financial Advisors, 2018
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Tennessee, B.S. Finance Management Science, Minors in Accounting, Math, Chemistry

• Certified Investment Management Analyst®
• Chartered Retirement Plans Specialist℠
• Senior Portfolio Manager
• Retirement Plan Consultant

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IA
• IL
• KY
• MA
• MD
• ME
• MI
• MS
• NC
• NJ
• NY
• OH
• PA
• SC
• TN
• TX
• VA
• VT
• WA

• Duke University, B.S. Political Science

• AL
• AR
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• IA
• IL
• KY
• MA
• MD
• ME
• MI
• MO
• MS
• NC
• NJ
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA
• VT
• WA

• University of North Carolina at Chapel Hill, B.A. Economics, Minor in History

• CPWA
• CERTIFIED FINANCIAL PLANNER®

• CO
• FL
• NC
• TN
• VA

Experience to guide you forward
As the team's Senior Client Service Associate, Dody is the administrative lead for R³ Wealth Management. Her responsibilities include trouble shooting as well as overseeing day to day account and operations issues. Additionally, she has a focus and substantial experience in the execution of Rule 144 transaction and the exercising of employee stock options. Dody is Series 7 and 63 registered.

Credentials that build confidence

• BFA from Millikin University, Decatur, Illinois
• M.A., liberal studies, University of North Carolina, Greensboro

Outside of UBS
Dody and her husband Dan have a daughter who is an educator in Washington, DC. Dody is very creative and enjoys writing, having been recognized for her writing talent.

• Millikin University, B.F.A.
• University of North Carolina, Greensboro, M.A. Liberal Studies

Experience to guide you forward
Lisa began her financial services career in 1997 at Interstate, Johnson, & Lane in Greensboro, NC. In 1999, she joined PaineWebber as a Client Service Associate and also assisted with branch operations. In 2003, she changed her focus to personal and commercial insurance service and sales, and was life and health insurance license. She had great success as a member of Greensboro Insurance Women having been honored as their Rookie of Year in 2004. After eight years in Insurance, an opportunity presented itself within UBS and she came back to the firm in 2011.

Once back at UBS, Lisa worked as a Branch Service Associate for three years and since 2014, she's been the Client Service Associate for Robert C. Ketner and his clients. She is also the CSA Coach for the Greensboro branch.

Credentials that build confidence

• B.S., Psychology , Appalachian State University
   

Outside of UBS
Lisa and her husband, Kevin have a daughter in high school and a son in college. She and her family enjoy going to the beach, running, saltwater fishing, paddle boarding, hiking, biking and spending time together and with friends.

• Appalachian State University, B.S. Psychology