As Wealth Management Advisor, Bradley Zessin serves as your wealth management coordinator and consultant. Bradley collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
EducationBrad is a graduate of Western Michigan University in Kalamazoo, MI, with a degree in Business Administration.
Professional Experience & Areas of FocusBrad manages high net worth advisory and wealth management relationships with small business owners, executives, and retirees. His focus is on investment management, cash management, insurance, debt and liability management, and all aspects of long-term planning (retirement, education, estate, and income taxes). Brad's prior experience includes fifteen years as an Assistant Vice president, Sr. Financial Consultant with a global wealth management firm.
Licenses & Professional Designations
- Life Insurance
- Registered Uniform Securities Agent (Series 63)
- Investment Advisor Representative (Series 65)
- Registered General Securities Representative (Series 7)