Knowledge Powered by experience

Heather R. Mardis

Investment Associate
513-369-4157

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Registered States:
FL, KY, NY, OH, TX

Charlene Francis Causey

Senior Registered Client Service Associate
513-579-5033

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Charlene joined UBS in 2004 and is a 25 year veteran of the financial services industry. She holds series 7 & 63 securities licenses.


Registered States:
FL, IN, KY, OH

Kimberly J. Fielman

Senior Client Service Associate
513-369-4002

email




Registered States:
AZ, CA, CO, FL, GA, IN, KY, MA, MI, MN, NC, NY, OH, PA, SC, WA