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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    • AK
    • CA
    • CO
    • FL
    • GA
    • IN
    • KY
    • MA
    • MD
    • MI
    • NC
    • NH
    • OH
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

          8044 Montgomery Road
          Suite 100W
          Cincinnati, OH 45236
        • Andrew Dilbone 2022

          Andrew Dilbone, CIMA®

          Wealth Strategy Associate

          Certified Investment Management Analyst®

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          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • ID
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MO
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WI
          • WV
          • WY

          Andrew joined UBS as a Wealth Strategy Associate in 2022. He assists the team with trading, 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 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 and completed his Bachelor of Science in Finance from Miami University.

            • Miami University, Finance
            • Certified Investment Management Analyst®
            8044 Montgomery Road
            Suite 100W
            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

                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.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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