Fifth Third Bank Launches Fifth Third Wealth Advisors®
03 Novembre 2022 - 01:00PM
Business Wire
Registered Investment Advisor Targets Seasoned,
Client-Centered Advisor Teams with Books of Business that Exceed
$1B
Fifth Third Bank, National Association, today announced the
launch of an independent Registered Investment Advisor, Fifth Third
Wealth Advisors. Fifth Third Wealth Advisors provides advisory
teams with a customizable and flexible investment platform,
technology and operational support, as well as a physical office
location.
“Fifth Third Wealth Advisors offers advisors the freedom to
operate entrepreneurially and independently,” said Kristine
Garrett, group regional president and head of wealth and asset
management, Fifth Third Bank. “Advisors remain at the center of
their client relationships while drawing on the depth and breadth
of resources of Fifth Third Bank.”
Leading Fifth Third Wealth Advisors is Eric Housman, a 34-year
financial services veteran with more than a decade of experience at
Fifth Third Bank. He was managing director of Fifth Third Private
Bank’s MidAtlantic Region before assuming his current position as
president of Fifth Third Wealth Advisors.
“We offer what we consider a new hybrid model,” said Housman.
“Our advisor teams have the opportunity to take advantage of our
flexible investment management platform while also providing access
to additional services such as trust powers, credit and planning
through Fifth Third Bank. We feel this creates an opportunity for a
more complete, balance sheet approach for our advisory teams and
their clients. We have coupled this model with a robust technology
stack and Fidelity Investments as our custodian. We believe we
offer the look, feel and nimbleness of an independent boutique
backed by a top-performing regional bank.”
Fifth Third Wealth Advisors seeks to add advisors across the
country with books of business that exceed $1 billion and currently
has advisor teams in the following areas:
- South Florida: Naples
- Central Illinois: Springfield
- Metro Atlanta
- Northern California: San Francisco/Fresno/Reno, NV
Housman says that complete back-office support and dedicated
onboarding resources aims to provide advisors with a seamless
transition. “We give our teams more time to focus on clients and
deepening client relationships,” he added.
Learn more about Fifth Third Wealth Advisors at FTWA.com or
follow FTWA on LinkedIn.
About Fifth Third
Fifth Third is a bank that’s as long on innovation as it is on
history. Since 1858, we’ve been helping individuals, families,
businesses and communities grow through smart financial services
that improve lives. Our list of firsts is extensive, and it’s one
that continues to expand as we explore the intersection of
tech-driven innovation, dedicated people and focused community
impact. Fifth Third is one of the few U.S.-based banks to have been
named among Ethisphere’s World’s Most Ethical Companies® for
several years. With a commitment to taking care of our customers,
employees, communities and shareholders, our goal is not only to be
the nation’s highest performing regional bank, but to be the bank
people most value and trust.
Fifth Third Bank, National Association is a federally chartered
institution. Fifth Third Bancorp is the indirect parent company of
Fifth Third Bank and its common stock is traded on the NASDAQ®
Global Select Market under the symbol “FITB.” Investor information
and press releases can be viewed at www.53.com.
About Fifth Third Wealth
Advisors
Fifth Third Wealth Advisors LLC is an investment adviser
registered with the Securities and Exchange Commission (SEC) under
the Investment Advisers Act of 1940. Registration as an investment
adviser does not imply any level of skill or training. Additional
information about Fifth Third Wealth Advisors LLC is available on
the SEC’s website at www.adviserinfo.sec.gov.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20221103005241/en/
Adrienne Gutbier (Media Relations) adrienne.gutbier@53.com |
513-534-8038 Chris Doll (Investor Relations)
Christopher.Doll@53.com | 513-534-2345
Grafico Azioni Fifth Third Bancorp (NASDAQ:FITB)
Storico
Da Feb 2024 a Mar 2024
Grafico Azioni Fifth Third Bancorp (NASDAQ:FITB)
Storico
Da Mar 2023 a Mar 2024