Jon Groza Private Bank Investment Executive Northeastern Ohio Private Bank Team

Jon Groza partners with your Wealth Management Advisor to provide brokerage and investment management services. Jon develops investment strategies and provides ongoing adjustments to keep your financial objectives on track.

Education

Mr. Groza is a graduate of Ashland College and holds a Juris Doctorate degree from Cleveland-Marshall College of Law.

Professional Experience & Areas of Focus

Mr. Groza has been securities licensed since 1995 and he has been with Fifth Third Bank since 1997. He has more than 35 years experience in investment management and financial planning.

Licenses & Professional Designations

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

Personal & Community Participation

Mr. Groza is a coordinator and advisor for Fifth Third Private Bank client relationships. He is responsible for providing a full suite of wealth management solutions designed to achieve his clients' goals including investment management, private banking, wealth planning, and risk management.