As Wealth Management Advisor, David Swets 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.
EducationDavid earned a bachelor's degree from Calvin College and a Juris Doctorate from Thomas M. Cooley Law School.
Professional Experience & Areas of FocusDavid serves as Vice President and Wealth Management Advisor for Fifth Third Private Bank, specializing in Estate Planning, Multi-Generational Relationship Management and Wealth Management Advisory Services. He has more than 20 years of industry experience.
Licenses & Professional Designations
- Life Insurance
- Investment Advisor Representative (Series 66)
- Registered General Securities Representative (Series 7)
- Certified Trust and Financial Advisor (CTFA)