Tiffany Kellner

Tiffany D. Kellner, CFP®

Vice President of Investments,
Advisory and Brokerage Services
UBS Financial Services
110 North Main Street
Dayton OH 45402
937-226-6564 or 800-949-2723
tiffany.kellner@ubs.com
www.ubs.com/team/cnteam

Information

  • More than 12 Years of Financial Services Experience
  • Series 7, 32, 63 and 65 Securities Licenses
  • Certified Financial Planner (CFP®)

In 1997, Tiffany began her career in financial services as an intern when she joined the Cornell/Nicholson Team at J.C. Bradford, & Co. She attended Wright State university and graduated with the specialized degree of Personal Financial Planning. After years of mentoring by Tim and Shaun on advising and servicing clients, Tiffany became a licensed Financial Advisor and a member of the team.

With a goal of providing a first class service experience to each of her clients, Tiffany has helped The Cornell/Nicholson Team pursue the levels of commitment they are known for. She takes great pride in carefully guiding clients in establishing and maintaining portfolios that will assist them in pursuit of their financial and retirement goals. As a Certified Financial Planner (CFP®), certificant she provides her client and their families guidance over their lifetime, continuously putting their needs at the center of every wealth planning engagement. Her success as an investment planner has awarded her the title of Vice President of Investments and in 2007 was named MVP by the UBS Leadership Circle.

Over the years, she has been a valuable part of several organizations including The Junior League of Dayton, The United Way, Culture Works and is currently an active member of the women's board of The Children's Medical Center. She also enjoys volunteering on a monthly basis with the rest of the team at St. Vincent de Paul Homeless Shelter. She and her husband, Eric, enjoy many outdoor activities as a family, especially golf and skiing. They currently have three children, Evan, Emelia and Adalyn.