Patrick joined The Anning Group at UBS in 2014 after 9 years at Merrill Lynch. He holds both series 7 and 66 licenses, Ohio life and health insurance licenses and is currently a CFA Level I candidate. He received his B.S.B.A. in marketing and his MBA from Xavier University. Patrick focuses on providing wealth management and financial planning services for families, nonprofits, family offices and corporate services to publicly traded companies. He assists clients with their financial needs by developing strategies and analysis to achieve their goals. Patrick also maintains the investment models for the team.

Patrick serves as the Board Secretary at the nonprofit Shelterhouse (formerly The Drop Inn Center) and is the chairman of the governance/nominating committee and a member of the executive and finance committees. He is an Executive Mentor at his Alma Mater and is an active speaker in the local business community on fundraising and startups. In 2015 he was a recipient of the Forty Under 40 award by the Cincinnati Business Courier. Patrick is an automotive and audio recording enthusiast. He resides in Oakley with his wife, Margaret.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MO, MT, NC, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA

John began his career in 1996 with Merrill Lynch in Denver Colorado, working in syndicate equity where he coordinated Inital Public Offerings and Secondary Market Offerings for the Denver Complex. He then moved into their Business Financial Services Group and worked on cash management and lending solutions for small to mid-sized businesses. In 1998 John returned to Cincinnati to work with The Anning Group in a Financial Advisor role. Today, with UBS, John provides wealth management services to families, nonprofits, family offices, as well as corporate services to publicly traded companies. He focuses on helping clients develop and maintain a comprehensive financial plan that addresses near and long term financial goals. He also assists in overseeing the team's asset allocation and investment models. John earned his BA from Skidmore College in 1994.

John currently serves on the board of The Christ Hospital Foundation; he previously served on the board of the Cincinnati Parks Foundation. John coaches his son's travel hockey team. He also enjoys playing golf, ice hockey and he is an avid skier. John resides in Mariemont, and has two daughters and a son.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MO, MT, NC, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA

Tollie started in the financial services industry in 1982. She held various positions until starting The Anning Group with Bob in 1987. Tollie was named to Registered Rep.'s™ inaugural "50 Top Wirehouse Women in 2011" as published in the January 1, 2012 issue of Registered Rep. Tollie earned a BA in International Studies in 1977 with a minor in Economics from The Ohio State University. In 1981 she received her JD from The Capital University Law School. She then successfully passed the Bar exam in Ohio. Tollie also focuses on providing holistic advice and guidance for all financial planning with strategic planning and focus on client needs. She also assists in overseeing the investment models.

She currently serves on the Board of Trustees of The Visiting Nurse Association of Greater Cincinnati and Northern Kentucky. She is very active in her church and community.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MO, MT, NC, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA

Vickie joined The Anning Group in February, 2012 at Merrill Lynch then moved back to UBS with the group in November, 2012. Vickie has over 34 years experience in the banking and financial services industries. She started her career in the financial industry with PaineWebber/UBS in April, 1997 after 16 years in the banking industry. She holds Series 7, 63 and 66 licenses. As the Team Administrator, Vickie oversees the daily operations of the team and the service to our clients.Vickie is responsible for trading and portfolio rebalancing in addition to supervising account administration, and maintenance and operational requests. She assists clients with equity and fixed income trading as well as any administrative requests. She is also responsible for account enrollment into our various investment advisory programs and processing requests for money managers.

She served in SE Indiana as a Foster parent, Guardian Ad Litem/Court Appointed Special Advocate and Educational Surrogate Parent. She volunteers her time for the Kids for Accounting Day and Ohio Valley Voices. She enjoys reading, biking, gardening, sailing, hiking and spending time with her grandchildren. She lives in Clermont County with her husband, Mike.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MI, MO, MT, NC, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA