David Bishop Wealth Management Advisor Chicago Private Bank Team

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

Education

University of Illinois - Champaign, Illinois
Arizona State University - Tempe, Arizona

Professional Experience & Areas of Focus

David Bishop is a Wealth Management Advisor with Fifth Third Private Bank. David has almost 30 years of extensive experience in trust, asset management and the financial markets and has a sophisticated understanding to help high net worth clients enhance their wealth in a tax advantageous way during their life and after their death. Supported by Fifth Third’s commitment to provide the highest standards of personalized service in the financial services industry, David is able to actively participate in the immediate and long term implementation of client’s strategies.

David’s comprehensive/holistic approach is focused on the wants of the client. Working together they implement a specially tailored plan. This with Fifth Third Private Bank’s specialists: Private Bankers, Wealth Planners, Investment Portfolio Managers, Trust Officers, and Insurance Specialists make for a deep long term relationship. David’s thorough knowledge of financial markets: banking, insurance, estate planning wealth planning and investments, enables him to fully service clients in a very competitive and innovative financial services environment.

Prior to joining Fifth Third, David spent the last 15 years in client development, relationship management and management roles for a couple of commercial banks. David started his financial services career in personal financial services and in the Capital Markets. He spent over 10 years in the institutional fixed income departments of national banks and brokerage firms as a municipal bond and mortgage-backed securities specialist.

David actively participates in estate planning and financial planning discussions by attending the Chicago Financial Planning Group and the Greater North Shore Estate and Financial Planning Council.

Licenses & Professional Designations

  • Life Insurance
  • Registered Uniform Securities Agent (Series 63)
  • Investment Advisor Representative (Series 65)
  • Registered General Securities Representative (Series 7)

Personal & Community Participation

David resides in Winnetka, Illinois with his lovely wife of 25 years and two wonderful daughters. He competes on the Natiional level for U.S. Masters Swimming. He has served on several non-profit boards from Winnetka Park Foundation to Helping Hand Foundation over the years and is an active member of the Union League Club of Chicago.