David Tupper Wealth Management Advisor Western Michigan Private Bank Team

As Wealth Management Advisor, David Tupper 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

Dave earned a bachelor's degree in Economics from Ferris State University.

Professional Experience & Areas of Focus

Dave joined Fifth Third Private Bank in 2000 and started his current role as a Wealth Management Advisor in 2007, where he helps affluent clients and business owners simplify their financial complexities by providing solutions in the areas of wealth planning, investment management, estate planning/settlement, private banking, trust services and risk management. Dave has more than twenty years of experience in the Financial Services industry, beginning in 1991, and he has been securities licensed since 1991. He began his career as a Financial Advisor in Grand Rapids, MI.

Licenses & Professional Designations

  • Life Insurance
  • Registered Uniform Securities Agent (Series 63)
  • Investment Advisor Representative (Series 66)
  • Registered General Securities Representative (Series 7)

Personal & Community Participation

Dave lives in Traverse City, MI with his wife, Kristy, and their four children. Dave is active in the community, serving on many past and present boards and committees for the Boy Scouts of America. He is currently the Club Master for Pack 25 in Traverse City. Dave also serves as a vocal advocate and committee member for Grand Traverse Academy in Traverse City. In addition to his community involvement, Dave is a passionate owner of Ford Mustangs and enjoys being on the water in the Grand Traverse region.