Lisa Bertagna

Managing Director, Private Bank

Lisa Bertagna
Address
6111 N. River Rd.
Rosemont, IL 60018
US
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Contact Hours
By appointment

About Lisa

Serving the Rosemont area, Lisa provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Lisa works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
More than 30 years of experience in financial services working with clients to help them meet their financial goals and dreams.
Education
Northwestern University

About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.

We’re here to help

+Deposit and credit products provided by Fifth Third Bank, National Association, Member FDIC, Equal Housing Lender.

Investing involves risk, including the possible loss of principal invested. Diversification and asset allocation do not guarantee better performance and cannot eliminate the risk of investment loss.

Fifth Third does not provide tax or legal advice. Please consult your tax advisor or attorney before making any decisions or taking any action based on this information.

Passageway is an investment advisory service offered by Fifth Third Securities. For additional information about the advisory services offered by Fifth Third Securities, please speak with your Investment Professional or ask for a copy of the Firm's Passageway Managed Account Wrap Fee Program Brochure (ADV Part 2A).

Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA / SIPC, a wholly owned subsidiary of Fifth Third Bank, National Association, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training.

*Securities and investments offered through Fifth Third Securities, Inc. and insurance products:


  • Are Not FDIC Insured

  • Offer No Bank Guarantee

  • May Lose Value

  • Are Not Insured By Any Federal Government Agency

  • Are Not A Deposit


Insurance products made available through Fifth Third Insurance Agency, Inc. Insurance products are not offered in all states.