Abby Robertson Wealth Management Advisor Central Ohio Private Bank Team

As Wealth Management Advisor, Abby Robertson serves as your wealth management coordinator and consultant. Abby collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.

Education

Graduated summa cum laude from Miami University, Oxford, Ohio

Professional Experience & Areas of Focus

As a Wealth Management Advisor, Abby collaborates with a team of integrated specialists in wealth planning, investment management, trust administration, banking, and risk management to implement customized strategies and solutions for high net worth clients.

Abby started her career in wealth management with a financial services institution in Chicago. Her background includes formal credit training in both corporate and private banking. Prior to joining Fifth Third, Abby was a part of a private bank in Columbus.

Licenses & Professional Designations

  • Life Insurance
  • Investment Advisor Representative (Series 66)
  • Registered General Securities Representative (Series 7)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

Abby is a Columbus, Ohio native. She enjoys traveling and spending time outdoors with family and friends. Abby is a board member of the Miami University Alumni Association Columbus Chapter and a member of the Athletic Club of Columbus.