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Robert B
Series 63, Series 66
Cincinnati, OH
United Advisor Group
Robert Bove is a financial advisor at United Advisor Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Silver Oak Securities, Thurston Springer Financial, and Sterne Agee Financial Services. Bove is also a partner at Bove Connolly Taylor Financial, a financial consulting firm specializing in insurance sales and tax preparation. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.
Craig C
Series 66
Cincinnati, OH
United Advisor Group
Craig Connolly is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. He has worked at several firms, including Silver Oak Securities, Thurston Springer Financial, SA Stone Investment Advisors, and Sterne Agee Investment Advisor Services. Outside of his advisory roles, he is a partner at Bove Connolly Taylor Financial, a financial consulting business involved in insurance sales and tax preparation. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary portfolios that incorporate strategic and tactical asset allocation, value investing, and various analytical techniques.
Stephen T
Series 66
Cincinnati, OH
United Advisor Group
Stephen Taylor is a financial advisor with United Advisor Group, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Thurston Springer Financial and Sterne Agee Financial Services. Outside of his advisory work, he is involved in insurance sales through a sole proprietorship and owns a consulting business; he also performs administrative duties for the City of Cold Spring, Kentucky. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset-allocation methods.
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