Tricia Dorcheff

Senior Registered Client Service Associate

Tricia brings more than 20 years of experience in the financial services industry. She began her career as a Credit Analyst in back-office operations with Gradison McDonald Investments before moving into Wealth Management with Robert W. Baird & Co. and then to UBS Financial Services as a Client Service Associate. Tricia holds Series 6, 7, 9/10, 26, 63, 66 securities licenses and is an Ohio Notary Public.

 

Phone (513) 794-0305
Fax (513) 794-0201