Every stage of wealth

R3 Wealth Management provides a diverse clientele of individuals, business owners, corporate executives, and institutions with personalized investment management and financial planning. We are singularly dedicated to understanding your financial needs and helping you grow and protect what you have carefully built over time.

As you face life’s most important questions, we will work with you to explore opportunities and prepare for challenges. Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management focused solely on your unique situation. Additionally, we commit to each generation of our clients’ families, by working closely together to help shape their financial future and meet their goals.

Start the planning conversation

We believe that successful wealth management should focus on Liquidity, Longevity & Legacy which is only achievable when your goals are specifically defined and your financial assets are uniquely managed to provide exceptional results.
- R³ Wealth Management

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Robert Green, CIMA, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- 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
717 GreenValley Road
Greensboro, NC 27408
Robert Ketner

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
- WA
- Duke University, B.S. Political Science
717 GreenValley Road
Greensboro, NC 27408
Andrew Ketner, CFP®

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
- WA
- University of North Carolina at Chapel Hill, B.A. Economics, Minor in History
- CPWA
- CERTIFIED FINANCIAL PLANNER™
717 GreenValley Road
Greensboro, NC 27408
Dorothy "Dody" Williams

Client Associate
View bio
- CO
- FL
- NC
- TN
- VA
Experience to guide you forward
As the team's Senior Client Service Associate, Dody is the administrative lead for R³Wealth 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
717 GreenValley Road
Greensboro, NC 27408
Lisa Nowlin

Senior Client Associate
View bio
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
717 GreenValley Road
Greensboro, NC 27408

Robert Green, CIMA, CRPS

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IA
- IL
- KY
- MA
- MD
- ME
- MI
- MO
- MS
- NC
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- VA
- 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
717 GreenValley Road
Greensboro, NC 27408
Robert Ketner

Senior Vice President–Wealth Management

Financial Advisor
View bio
- 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
- WA
- Duke University, B.S. Political Science
717 GreenValley Road
Greensboro, NC 27408
Andrew Ketner, CFP®

First Vice President–Wealth Management

Financial Advisor
View bio
- 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
- WA
- University of North Carolina at Chapel Hill, B.A. Economics, Minor in History
- CPWA
- CERTIFIED FINANCIAL PLANNER™
717 GreenValley Road
Greensboro, NC 27408
Dorothy "Dody" Williams

Client Associate
View bio
- CO
- FL
- NC
- TN
- VA
Experience to guide you forward
As the team's Senior Client Service Associate, Dody is the administrative lead for R³Wealth 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
717 GreenValley Road
Greensboro, NC 27408
Lisa Nowlin

Senior Client Associate
View bio
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
717 GreenValley Road
Greensboro, NC 27408

Our clients

Understanding the needs of individuals, executives, business owners and institutions. We work closely with a diverse clientele by providing integrated financial guidance and a robust suite of investment solutions. We are capable of helping you with key issues around a broad spectrum of professional and financial situations.

Individuals
We help address every family financial issue ranging from portfolio management to retirement planning to wealth transfer and philanthropy.

Corporate executives
With complicated equity award packages, executives need specific guidance.

With complicated equity award packages, executives need specific guidance.

Business owners
By working closely together at each stage in your business lifecycle, our team offers advisory solutions that help empower you to make educated financial decisions.

Institutions
A successful, well-run institution takes knowledgeable and responsible leadership, transparent processes for oversight and accountability, documented policies and attention to detail.

Our approach

Integrating all aspects of your financial life into one plan

Today it is critical to understand how all aspects of your personal and business life can affect your financial future. Our goal is to provide you with a clear and consistent approach to managing your wealth.

Financial planning

Our financial planning approach includes:

Retirement income planning
Trust and estate planning strategies
Insurance consulting and review
Integration of benefits in your review
Liability management
Education funding

Our services

Helping you simplify your financial life
With our high-touch service, we bring together the boutique solutions of a dedicated team with the resources of UBS Financial Services, one of the world’s largest and respected wealth management firms.

Customized client service
Our entire team is highly accessible, with consistent communication and ongoing reviews. Responsive and attentive, we build long-lasting relationships by offering robust service that anticipates your needs.

A focus on transparency
Our team always puts the highest priority on your needs. Our service goes above and beyond the expected, offering a highly personalized experience that is responsive and flexible to your needs.

Family advisory services
We provide a dedicated organization to bridge the generations within your family in order to create continuity and deliver a structure that is focused on preserving wealth and creating opportunities.

Bringing together the best resources
We work closely with your tax, legal and insurance advisors, as well as our network of financial experts to incorporate all perspectives into one integrated approach.

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights

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Every stage of wealth

Pursuing your goals together

Robert Green, CIMA, CRPS

Robert Ketner

Andrew Ketner, CFP®

Dorothy "Dody" Williams

Lisa Nowlin