Experience to guide you forward
Robert specializes in providing comprehensive wealth management to high-net-worth and ultra-high-net worth families with complex needs. He also advises institutional clients, including non-profits, endowments and foundations, educational institutions and corporate retirement plans on their investment management, corporate cash management and financing needs. Robert coordinates and oversees the equity-based research and overall portfolio management the team.  

An original member of the Green Dickson team, Robert joined the UBS Greensboro office in 2008 after more than 29 years at Merrill Lynch. The addition of Robert Ketner to the group created an opportunity for a team name change to the R³ Wealth Management Group.

Credentials that build confidence

• Barron's "Top 1200 Advisors," 2018
• Senior Portfolio Manager, UBS Portfolio Management  Program
• Certified Investment Management Analyst (CIMA®), Wharton School, University of Pennsylvania
• Certified Retirement Plan Specialist (CRPS)®, College of Financial Planning.
• 2009 Graduate of the UBS Wealth Advisor Program
• B.S., finance management science; Minor in accounting, math, chemistry, University of Tennessee

Outside of UBS
An active community member, Robert served as Board Chair of the Greensboro Symphony Orchestra (2014 – 2016) and continues to serve on the Symphony's Board and Executive Committee as Chair of the Management Committee. He Joined the Greensboro Symphony Board in January, 2011. He is also a member of the Greensboro Sports Council, assisting with various sporting events held in the Triad Region. In January, 2018, Robert joined The Barnabas Network Board of Directors.

Robert and his wife, Laura have two children who live in New York City and Mooresville, NC. Robert enjoys biking, fly fishing, hiking, golf, snow and water skiing.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI

Experience to guide you forward
A native of Salisbury, NC, Robert also brings over 37 years of industry experience to the team. Not long after graduating from Duke University in 1980 with a Bachelor's degree in Political Science, Robert began his investment management career with Merrill Lynch. There he met colleagues, Robert Green and Robert Dickson. After 29 years with Merrill, he then joined UBS Financial Services, Inc.  as a Senior Vice President – Wealth Management. In 2018, Robert welcomed his son, Andrew, back to Greensboro to join him at UBS and to become part of the R³ Wealth Management Group.

Credentials that build confidence

• B.S., political science, Duke University

Giving back
Robert is well known in the community for his philanthropy and many years of volunteer service to various organizations. He currently serves on the Board of Directors for Family Services of the Piedmont, Inc. and was their 2017 Greensboro winner of the For Love of Family award in recognition of his many years of service and support. He also serves on the Board of Directors for the A.M. & Ruth Z. Fleishman Foundation.

Previously, Robert served on the Board of Directors for Greensboro Day School, Catawba College, and Greensboro Urban Ministry ; the Board of Visitors for Trinity College at Duke University, Duke University's Sanford Institute of Public Policy, and Guilford College. He is a past Chairman for the Alexis de Tocqueville Society and the United Way of Greater Greensboro, a past President of the NC Eastern Music Festival, Vice President of Canterbury School and was previously a Governor's appointee to the John Motley Morehead Commission.

Outside of UBS
Robert is most proud of his four children and his wife, Leslie. He and Leslie share a love of bird hunting, clay-shooting, tennis, boating, fly fishing, and travel.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI

Experience to guide you forward
A native of Boston Massachusetts, Bob brings over 36 years of industry experience to the team. After graduating from Hartwick College in 1978 with a degree in Chemistry Bob joined the Boston Gear division of INCOM International as the District Sales Manager for the Carolina's and Virginia. In 1982 Bob started his career in the Financial Services industry with Merrill Lynch. In 1996 Bob partnered with Robert Green to form the Green/Dickson Group and in 2008, after 26 years with Merrill Lynch moved to UBS Financial Services, Inc. The addition of Robert Ketner to the group created an opportunity for a team name change to the R³ Wealth Management Group.

Bob's primary focus is assisting individuals and families in developing effective solutions to deal with specific and complex long-term financial planning issues. These issues include retirement cash flow analysis, asset allocation, trusts, estate and gift planning strategies, and educational planning. In addition, Bob oversees all fixed-income investment management for the group.

Credentials that build confidence

• B.S., chemistry, Hartwick College  

Giving Back
Since moving to Greensboro in 1980 Bob has been actively involved in the community. He has served on the Board of Directors of Horsepower, Inc., Make- A -Wish Foundation, and served as treasurer of The Guilford Battleground Company.

Bob has been a vestry member of St. Barnabas Episcopal Church and was actively involved in Leadership positions with the Boy Scouts of America as Scoutmaster and YMCA Indian Guides.

Outside of UBS
Bob enjoys spending time with his partner Carol and his three wonderful children and their significant others. Bob is passionate about sailing, flying, backpacking, ice hockey, traveling, and reading.

Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI

Experience to guide you forward
A native of North Carolina, Andrew joined UBS Financial Services in its Weehawken, NJ office, serving the firm and its clients as a Registered Client Service Associate in the Wealth Advice Center. With that foundation, Andrew then joined Bernstein Global Private Wealth Management as a Financial Advisor Associate in their Manhattan headquarters office. While at Bernstein, Andrew earned the Certified Financial Planner designation. In January 2018, Andrew returned to UBS Financial Services as a Senior Wealth Strategy Associate in the Greensboro office.

Credentials that build confidence

• Certified Financial Planner (CFP®)
• B.A., economics; Minor in history, University of North Carolina at Chapel Hill

Outside of UBS
Andrew and his fiancée, Jessica, are planning a fall 2018 wedding. Andrew enjoys playing golf, boating, saltwater and freshwater fishing, hunting, hiking, snow skiing, going to concerts, and working on building projects at home. While living in NYC, he was also involved with the Theodore Roosevelt Conservation Partnership and served on the Host Committee for events held in the New York metropolitan area. Now in Greensboro, Andrew and Jessica are eagerly searching out new opportunities to become more involved in the local community.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, ME, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI

Experience to guide you forward
Barbara has been in the Investment Management business for 41 years. Her areas of focus on the team include investment and portfolio management, life insurance, benefits and trusts. She focuses her time on integrating these needs into her clients' overall wealth management strategy, believing strongly that assets work best when they work together. Barbara has been a member of the CFA Society of North Carolina since 1981 and served as president. Barbara is also an Accredited Domestic Partner Advisor, Life Underwriting Training Council Fellow and has spoken nationally on the subject of long-term care. Barbara previously served on the boards of the Greensboro Society of Financial Service Professionals and the Greensboro Homeownership Center.

Credentials that build confidence

• Chartered Financial Analyst (CFA®) , CFA Institute
• Accredited Domestic Partner Advisor (ADPA®), The American College
• Life Underwriting Training Council Fellow (LUTCF ®) National Association of Insurance and Financial Advisors.
• BS in Business Administration, Western New England College
• M.B.A., University of North Carolina at Greensboro

Outside of UBS
Barbara is widowed and is very proud of her 3 grown children who live in San Diego, Danbury, CT and Boston.. Barbara enjoys hiking, swimming, traveling and volunteering in the community and loves her Siberian Husky, Shaina.

Registered States:
MS, NC, SC, TN

Experience to guide you forward
As the team's Senior Client Service Associate, Dody is the administrative lead for R³ Wealth Management. Her responsibilities include trouble shooting as well as overseeing day to day account and operations issues. Additionally, she has a focus and substantial experience in the execution of Rule 144 transaction and the exercising of employee stock options. Dody is Series 7 and 63 registered.

Credentials that build confidence

• BFA from Millikin University, Decatur, Illinois
• M.A., liberal studies, University of North Carolina, Greensboro

Outside of UBS
Dody and her husband Dan have a daughter who is an educator in Washington, DC. Dody is very creative and enjoys writing, having been recognized for her writing talent.

Registered States:
CO, FL, NC, TN, VA

Experience to guide you forward
Lisa began her financial services career in 1997 at Interstate, Johnson, & Lane in Greensboro, NC. In 1999, she joined PaineWebber as a Client Service Associate and also assisted with branch operations. In 2003, she changed her focus to personal and commercial insurance service and sales, and was life and health insurance license. She had great success as a member of Greensboro Insurance Women having been honored as their Rookie of Year in 2004. After eight years in Insurance, an opportunity presented itself within UBS and she came back to the firm in 2011.

Once back at UBS, Lisa worked as a Branch Service Associate for three years and since 2014, she's been the Client Service Associate for Robert C. Ketner and his clients. She is also the CSA Coach for the Greensboro branch.

Credentials that build confidence

• B.S., Psychology , Appalachian State University
   

Outside of UBS
Lisa and her husband, Kevin have a daughter in high school and a son in college. She and her family enjoy going to the beach, running, saltwater fishing, paddle boarding, hiking, biking and spending time together and with friends.