Dan Schlesing is a Fifth Third Private Bank Wealth Planner who develops, delivers and implements every facet of your investment strategy including matters of estate, tax, insurance, investments and retirement. Dan focuses on both your long-term and short-term goals for all aspects of your financial life.
EducationCampbell University Lundy Fetterman School of Business, Buies Creek, NC
Professional Experience & Areas of FocusDan has spent his entire career in the wealth planning industry. He joined Fifth Third Bank in April of 2013 after spending over a decade with another financial institution. Dan advises affluent individuals, families and business owners in order to help them achieve their financial and personal goals. Dan takes a consultative approach by first understanding what the client's needs are, both short-term and long-term, before recommending a solution. As a Senior Wealth Planner, he develops strategies for all aspects of their financial lives, including tax planning, retirement planning, estate and wealth transfer planning and business succession planning.
Licenses & Professional Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)