A plan for your employees and you Tailored equity compensation solutions

The Anning Group Patrick M. Sledz, John H. Anning, Tollie H. Chavis, Vickie L. Schaaf

The Anning Group


phone

513-786-7913
800-543-2884



phone

855-728-5633





address

UBS Financial Services Inc.
The Towers At Kenwood
8044 Montgomery Rd, Ste 100w
Cincinnati, OH 45236



Our equity award team offers solutions for public and private companies and their participants. Our goal is to provide comprehensive advice and guidance to help navigate the complexities of equity awards.

With over 35 years of experience providing corporate services, we are well-positioned to provide highly specialized guidance, and to directly access and execute solutions with ease and efficiency. Implementation includes:

  • A state of art administrative platform
  • Global execution solutions
  • 10b5-1 and 10b-18 planning
  • Participant financial planning and wellness
  • Education and advisor access for all participants
  • Special handling rule for Rule 144, Section 16 participants
  • Access to the full suite of UBS Capital Markets services



Insights

 
 

 

 

 

 
 

 

 

 

The UBS Equity Award Value Index

The UBS Equity Award Value Index™

UBS Equity Plan Advisory Services

UBS Equity Plan Advisory Services