Tricia Dorcheff

Tricia Dorcheff

Registered Client Service Associate

Tricia brings more than 16 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 Service Associate. Tricia holds Series 7, 9 & 10, 26, 63, 66 securities licenses and is an Ohio Notary Public.

 

Phone (513) 794-0030
Fax (513) 794-0201