David Britton Wealth Planner Cincinnati Private Bank Team

David Britton 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. David focuses on both your long-term and short-term goals for all aspects of your financial life.

Education

Xavier University, Cincinnati, OH (B.S.B.A.)

Professional Experience & Areas of Focus

David provides professional consulting/advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques. He has over 25 years of tax compliance and personal financial planning experience with a local CPA firm, money management firm and Fifth Third Bank.

Licenses & Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)