Ann Allen Wealth Management Advisor Tampa Bay Private Bank Team

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

Professional Experience & Areas of Focus

Ann is a Wealth Management Advisor at Fifth Third Private Bank and has over 31 years of experience in the banking industry.

Licenses & Professional Designations

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

Personal & Community Participation

Ann has two daughters and two grandchildren, and she enjoys gardening, cooking, and traveling in her spare time.