-

UBS Hires Financial Advisor Robert Lauer in Franklin, Tennessee

FRANKLIN, Tenn.--(BUSINESS WIRE)--UBS Wealth Management today announced the hiring of Financial Advisor Robert (Bob) Lauer in Franklin, TN. Bob and his team join the UBS South Market, which is led by Market Executive Greg Achten and is part of the firm’s Southeast Region, led by Regional Director Julie Fox. Robert reports to Market Director Ryan McCann.

“We are pleased to welcome Bob and his team to UBS,” said Greg Achten, South Market Executive at UBS. “Bob’s extensive experience will be a valuable addition to our team as we continue to strengthen our capabilities across Tennessee. We are confident that he will be able to leverage our world class wealth management platform and resources to better serve clients.”

“Bob’s experience and focus on working with clients across generations is a strong fit for our team,” said Ryan McCann, Market Director at UBS. “We look forward to supporting Bob and his team as they grow their business and expand the suite of financial services they provide to clients.”

Bob brings more than two decades of experience in financial services to UBS. He previously spent over 19 years at Merrill Lynch Wealth Management in Franklin and in the Chicago area. Bob advises high net worth business owners and families on comprehensive financial planning, cash flow management and investment matters to ensure their wealth lasts across multi-generations. He is a Certified Financial Planner (CFP®) and holds a Bachelor’s degree from Western Illinois University.

Also joining Bob is Client Service Associate Heather Pollina.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).https://www.ubs.com

https://www.ubs.com

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. For press use only.

Contacts

Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com

Industry:

UBS

NYSE:UBS
Release Versions
English

Contacts

Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com

More News From UBS

UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets

NEW YORK--(BUSINESS WIRE)--UBS Wealth Management today announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets. The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. The firm’s Southeast Region is led by Regional Director Julie Fox. “These advisors have been building relationships in their communities for years and this combination of talent...

UBS Hires Financial Advisor Adam Conish in Philadelphia

PHILADELPHIA--(BUSINESS WIRE)--UBS Wealth Management today announced that Financial Advisor Adam Conish has joined the firm in Philadelphia. He manages approximately $1.2 billion in assets. Conish joins the UBS Mid-Atlantic Market, which is led by Market Executive Brendan Graham and is part of the firm’s Southeast Region, led by Regional Director Julie Fox. Conish reports to Patricia Cashin, Senior Market Director for the Greater Philadelphia area. “We are delighted to welcome Adam to UBS,” sai...

UBS Announces Leadership Appointments in the Southeast US Region

NEW YORK--(BUSINESS WIRE)--UBS Wealth Management USA today announced two leadership appointments in its Southeast Wealth Management Region. The Southeast Region, which has seen an influx of wealth in recent years, encompasses some of the nation’s fastest growing wealth centers, including Philadelphia, Washington, D.C., Charlotte, Charleston, Nashville, Atlanta, Miami, Palm Beach, Naples and Tampa, among others. John Houlihan has been named Market Executive for the South Market. He is responsibl...
Back to Newsroom