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Richard K

Series 66

Greensboro, NC

UBS Financial Services

Richard Ketner is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at UBS since 2018 and previously spent three years at Sanford C. Bernstein & Co., LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a broad range of financial products and research resources.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Robert K

Series 63, Series 66

Greensboro, NC

UBS Financial Services

Robert Ketner is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, custody, underwriting, and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Antonio O

Series 66

Greensboro, NC

UBS Financial Services

Antonio Otero is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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John A

Series 63, Series 65

Greensboro, NC

UBS Financial Services

John Aderholdt is a financial advisor at UBS Financial Services in Greensboro, NC, with 37 years of industry experience. He has been with UBS Financial Services since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as treasurer for the CROP Walk Greensboro Urban Ministry and is a board member and occasional mentor for Communities in Schools of Greater Greensboro. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Robert G

Series 63, Series 65, Series 66

Greensboro, NC

UBS Financial Services

Robert Green Jr. is a financial advisor with UBS Financial Services in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 46 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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