Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
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.
Vice President–Wealth Management
Financial Advisor
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.
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
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
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