Our insights. Your plan. Simplified.

Benefits from our collaborative approach

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.

Cincinnati Office

Dominic A. Palmisano, Jr.

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • B.S. in Economics, The Ohio State University, 2010 - 2013

Credentials

  • Senior Retirement Plan Consultant
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor

Retirement Plan consulting
401(k) plan services
Financial planning
Business Owners
Retirement planning
Estate planning strategies
Custom portfolios
Investing
312 Walnut Street
Suite 3300
Cincinnati, OH 45202
  • (513) 369-4151

Email Me

Dominic A. Palmisano, Jr. is also part of:
Northwest Wealth Management Group

A focus on personalized access and service

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.

Retirement plan sponsors

Retirement plan sponsors

Wealth, from your point of view

A team approach

A team approach

Sitting on ledge outside store

Workplace Wealth Solutions

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.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

More than 150 years

offering financial advice

Insights