• UBS

Steven Trimble

Senior Vice President - Wealth Management

Steven Trimble is a Senior Vice President in Wealth Management at UBS Financial Services, a position held since 2014. Prior to this, they served as a Senior Vice President and Investment Officer at Wells Fargo Advisors from 2013 to 2014, as well as a First Vice President-Investment Officer from 2005 to 2013. They began their career at PNC Bank as an Investment Advisor between 2001 and 2005. Steven earned a BS in Marketing and Communications from the University of Cincinnati and completed a Chartered Wealth Advisor program at Michigan State University.

Location

Cincinnati, United States

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