Jeff Cashin Wealth Management Advisor North Carolina Private Bank Team

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

Education

North Carolina State University, Raleigh, NC

Professional Experience & Areas of Focus

Jeff has over 17 years in the financial industry and has been securities licensed since 2007. Jeff provides his clients with the careful attention, rational advice, and superior service they want, need and deserve. He has a diverse background within the Financial Services Industry, which enables him to serve his clients in many capacities. He is committed to helping you simplify your financial life by delivering a wide array of sophisticated solutions and personalized service. Jeff has working with him a dedicated team of specialists that take the time to listen to you and truly understand your unique situation.

Licenses & Professional Designations

  • Life Insurance
  • Investment Advisor Representative (Series 66)
  • Registered General Securities Representative (Series 7)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

Jeff is married with two children. He is an avid golfer having played at NC State University.