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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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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.

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    Robert Anning

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • DC
    • FL
    • GA
    • IL
    • IN
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    Rob joined UBS in March 2012 after a long career at Merrill Lynch where he served as a Senior Vice President for 21 years. Rob is a trustee on the board of the Cincinnati Country Club, and on the Board of Trustees for Convalescent Hospital. He previously served on the Cincinnati Arts Association board, the Visiting Nurse's Association board, the Cincinnati Observatory Association, and the Asheville School board. Rob earned his BA from Skidmore College. He lives in Hyde Park with his wife, Dulany, and their 3 children.  

      • Skidmore College, B.A.
      • Chartered Retirement Planning Counselor℠
      8044 Montgomery Road
      Suite 100W
      Cincinnati, OH 45236
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      Carol Ernst

      Account Vice President

      Financial Advisor

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      • AL
      • CA
      • CO
      • FL
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NM
      • NY
      • OH
      • SC
      • TN
      • TX
      • VA

      Carol joined UBS in March 2012 from Merrill Lynch. She has extensive experience in the financial services sector. Carol started her career with Reynolds DeWitt in 1982 and served as the securities trader, market maker and institutional salesperson for 12 years. She moved to a more client facing role with a partner at Legg Mason and ran institutional trading for their clients. Carol joined The Anning Group at Merrill Lynch in 1998 and spent 14 years handling all trading for the team, including institutional trading, 10b5-1 plans, ESOP trading, and institutional client service. She moved to UBS with her partner, Rob Anning, in a new role as a Financial Advisor. She specializes in financial planning and asset allocation. Carol lives in Kentucky with her husband, Eric and daughter, Emily. They enjoy attending Emily's many sporting events. Emily and Carol spend some of their free time volunteering at a variety of local charities, including The Ronald McDonald House.

            8044 Montgomery Road
            The Towers At Kenwood
            Cincinnati, OH 45236

          The circular economy: What is it?

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          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.

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