$5+ trillion
In invested assets globally
As of 11/07/2023
Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.
Financial Advisor
Senior Retirement Plan Consultant
Dominic joined UBS directly after graduating from Ohio State University with a B.S. in economics. His initial UBS position tasked him with the financial planning responsibilities for all of the UBS clients in the greater Cincinnati area. This experience, the AWMA® and the series 7 & 66, along with other studies, have helped Dominic gain an expertise in financial planning and risk management techniques. Dominic lives downtown with his dog, Harper.
Education
Credentials
Dominic A. Palmisano, Jr. is also part of:
Northwest Wealth Management Group
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Creating a truly rewarding workplace
Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
More than 150 years
offering financial advice