Insight-based advice

riverwatch

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.

  • anthony

    Anthony Watson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MS
    • MT
    • NC
    • NE
    • NH
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    Tony's financial services career started at Gradison, now UBS, in 1986. Tony's areas of expertise are Portfolio Management and Estate Planning, including Foundations. Tony earned his BBA in Finance from the University of Cincinnati in Cincinnati, OH. He furthered his professional development earning his Series 7, 63, 65 and Ohio Life, Accident & Health Insurance and Variable Annuity licenses. Tony is active in the community and a Cincinnati native, Tony has 3 children, lives in Pierce Township and enjoys golf and travel.

      • University of Cincinnati, B.B.A. Finance
      • Senior Portfolio Manager
      312 Walnut Street
      Suite 3300
      Cincinnati, OH 45202
    • diane deck

      Diane Deck

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • KY
      • LA
      • MA
      • MD
      • MI
      • MN
      • MS
      • MT
      • NC
      • NE
      • NH
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      Diane began her career in the financial services industry with Gradison, now UBS, in 1990. Her areas of expertise are Portfolio Strategy and education & retirement planning. After the University of Cincinnati, Diane continued her professional development earning her Series 6, 7, 63, 65 and OH& IN Life, Accident & Health Insurance and Variable Annuity licenses Diane, a Cincinnati native, is active in her community. Diane lives with her family in the Bright, IN area and enjoys gardening, cooking, reading and is a performing arts enthusiast.

        • University of Cincinnati
          312 Walnut Street
          Suite 3300
          Cincinnati, OH 45202
        • suzanne

          Suzanne Frazier

          Senior Client Associate

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          • CA
          • CO
          • FL
          • IL
          • IN
          • KY
          • MI
          • NC
          • NY
          • OH
          • OR
          • PA
          • SC
          • TX
          • VA

          Suzanne is our newest team member. She joined our team in December 2015 and has 20 years experience in the industry.  Suzanne brings a wealth of knowledge to our team, especially in all facets of customer service, managed accounts and special projects. After attending Wright State U., she earned her Series 3, 7, 63, 65 and Ohio Life, Accident & Health Insurance and Variable Annuity licenses. Suzanne is a Dayton native, but now lives in eastern Cincinnati with her husband and 3 dogs.  She enjoys physical fitness activities, travel & reading.

            • Wright State University
              312 Walnut Street
              Suite 3300
              Cincinnati, OH 45202

            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.

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            As of 06/30/2022

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