Dorothy Barbee

Operations Associate

Dorothy joined Scott Jones Financial in 2024 with over 20 years of experience in the financial services industry. After spending much of her career as a research analyst at firms including Nuveen/TIAA-CREF, JP Morgan, and Neuberger Berman, Dorothy is now using her skills to support business operations and service clients at Scott Jones Financial. Her analytical background and attention to detail are invaluable assets as she works to ensure our workflows and processes run smoothly.

Dorothy earned her undergraduate degree from Miami University in Oxford, Ohio, where she studied Finance. She later received her MBA from the Kellogg School of Management at Northwestern University in Chicago.

When she’s not having fun with spreadsheets, you’ll find Dorothy hiking or traveling with her husband Joe, spoiling her two granddaughters, or enjoying a new restaurant or live music event with friends.