As Wealth Management Advisor, Brian Weaver, CFP®, ChFC® serves as your wealth management coordinator and consultant. Brian collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
EducationBrian holds a Bachelor of Science degree in Business from the Kelley School of Business, Indiana University, Bloomington, Indiana. He majored in Finance and minored in Economics.
Professional Experience & Areas of FocusBrian is a Vice President and Wealth Management Advisor with Fifth Third Private Bank (Indianapolis), an exclusive division within the banking organization. As a Wealth Management Advisor, Brian leads an experienced team of highly credentialed financial specialists to offer holistic wealth planning, customized investment management services, private banking, risk management and trust services. His team’s primary focus is on delivering sound advice and guidance to affluent families and successful individuals, primarily business owners, corporate executives and other professionals.
Brian and his team are committed to discovering what is most important to their clients, understanding their financial complexity and collaborating with them to build a complete plan that will ultimately help them achieve their articulated goals. Fifth Third Private Bank offers a comprehensive Life360SM Process to assist in the planning. After completing the planning process, clients will have a better understanding of where they are financially today and where they want to go tomorrow, and have a clear and achievable plan of action to get there.
Brian has two professional designations, the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®). As a CFP®, Mr. Weaver has taken extensive exams in financial planning, taxes, insurance, estate planning, and retirement. CFP® professionals are also required to complete continuing education programs each year to maintain their certification status. The ChFC® is earned by completing a comprehensive course of financial education, examinations, and practical experience. Brian has over 20 years of financial services experience at Fifth Third.
Licenses & Professional Designations
- Life Insurance
- Investment Advisor Representative (Series 66)
- Registered General Securities Representative (Series 7)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)