Dayton, OH Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

2

Of 9,303 advisors across 992 offices

Location

Dayton OH

Advisors at this office

2

Advisors at this office

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Tiffany K

Series 63, Series 65

Dayton, OH

UBS Financial Services

Tiffany Kellner is a financial advisor with UBS Financial Services in Dayton, Ohio, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with UBS since 2000. In addition to her advisory role, she serves as an instructor at the University of Dayton and is a member of the Board of Trustees for the Gala of Hope, a nonprofit focused on raising funds for cancer patients in Dayton. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Melinda K

Series 63, Series 66

Dayton, OH

UBS Financial Services

Melinda Koehler is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining UBS in 2018, she worked at Merrill for 14 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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