Insight-based advice

Telescope in window

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.

Team

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.

  • Tripp

    Lawrence Rogers III

    Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI

    L H Tripp Rogers joined Gradison in 1983 and UBS in 2007. He has nearly 40 years of continuous investment experience and specializes in working with individuals either approaching retirement or living an employment free lifestyle. He holds a BA from Colby College in Waterville, Maine and a MBA in Taxation awarded by Xavier University. In addition to holding his Series 7, 63 and 65 licenses, Mr. Rogers maintains Life, Accident & Health Insurances licenses with multiple states.

          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
          tripp.rogers@ubs.com
          Lawrence Rogers III
          8044 Montgomery Road,Cincinnati,OH,45236
        • Andrew Dilbone 2022

          Andrew Dilbone, CFP®, CIMA®

          Financial Advisor

          Certified Investment Management Analyst®

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          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • ID
          • IL
          • IN
          • KY
          • MD
          • ME
          • MI
          • MO
          • NC
          • NH
          • NY
          • OH
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          Andrew joined UBS in 2022 where he quickly transitioned to the role of Financial Advisor. He specializes in implementing tailored investment solutions and developing client financial plans. Prior to joining the firm, Andrew was a Regional Vice President of Mutual Fund Sales at Touchstone Investments. He holds his series 7, 63 and 66 securities licenses as well as his Life, Accident and Health Insurances Licenses. Additionally, he has attained the Certified Investment Management Analyst (CIMA®) designation as well as the Certified Financial Planner (CFP®) designation. He completed his Bachelor of Science in Finance from Miami University.

            • Miami University, Finance
            • Certified Investment Management Analyst®
            • CERTIFIED FINANCIAL PLANNER™
            8044 Montgomery Road
            Suite 100W
            Cincinnati, OH 45236
            andrew.dilbone@ubs.com
            Andrew Dilbone, CFP®, CIMA®
            8044 Montgomery Road,Cincinnati,OH,45236
          • Becky

            Rebecca Day

            Associate Director

            Senior Client Associate

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            • AZ
            • CA
            • CT
            • DC
            • FL
            • IL
            • IN
            • KY
            • MA
            • MD
            • MI
            • NC
            • NY
            • OH
            • PA
            • RI
            • SC
            • TX

            Ms. Day joined Gradison in 1986. She provides client support to the Gradison team and is responsible for trading as well as other portfolio management operational duties. Ms. Day worked in the corporate accounting department where she was responsible for SEC and NYSE reporting as well as corporate accounting and internal audit duties. She formally began her professional career as a public accountant with a local CPA firm in Dayton, Ohio. She has Series 7 and 66 licenses and a B.S. in Accounting from Wright State University.

                  8044 Montgomery Road
                  Suite 100W
                  Cincinnati, OH 45236
                  rebecca.day@ubs.com
                  Rebecca Day
                  8044 Montgomery Road,Cincinnati,OH,45236

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                Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                Gain additional insights into the trends shaping wealth in the US and around the world.

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