Nora provides critical support for our clients, assisting in the analysis and management of clients’ portfolios and asset allocations. She manages a variety of duties including preparing documents and reports, and works directly with clients to ensure they understand their accounts and financial plans. She aims to be a trusted resource and is dedicated to ensuring clients feel comfortable throughout their relationship with Roberson Wealth Management.
Before joining our team, Nora was a senior registered client service associate at UBS, and managed the office’s administrative duties and client relationships. She studied communications, with a focus in public relations, at the University of Cincinnati, and holds Series 7 and 66 licenses.
When she’s not in the office, Nora loves taking her dog to run in Cincinnati’s local parks. She and her husband, Alan, live in downtown Cincinnati, and enjoy staying active and taking advantage of the culture and activities the area has to offer.