Knowledge, experience, leadership And the confidence to pursue your goals
Dominic joined the Northwest Wealth Management Group in August of 2015. Prior to joining the team he served as a Wealth Planning Associate for UBS’ Cincinnati Complex where he focused on creating financial plans for UBS clients. Dominic was the sole planning consultant for 130 Financial Advisors and helped their clients organize their financial life through a comprehensive financial plan. The plans he constructed included retirement planning, education planning, estate planning, income protection, liability planning, executive compensation, employee benefits, business and succession planning, charitable planning, retiree health care planning, insurance planning and risk analysis and mitigation.
Dominic lives in Over the Rhine with his girlfriend, Megan. They take advantage of the many activities available in the city, including Reds and Bengals games. They enjoy skiing, wakeboarding, hiking or spending time with his parents at their Lake Laurel cabin.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Cincinnati, Ohio |
August 2015 - Present |
UBS Financial Services Inc. |
Wealth Planning Analyst |
Cincinnati, Ohio |
June 2013 - August 2015 |
Education
- B.A. Economics, The Ohio State University
- Certified Financial PlannerĀ®
- Accreditted Investment Fiduciary
- Accredited Wealth Management AdvisorĀ®
Licenses
- Series 7, General Securities Representative
- Series 66, Uniform Combined State Law Examination
- Life, Variable, Accident & Health Licensed, OH, KY, IN, FL, MA, MI
Registered States:
AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA