Julie Rhode Wealth Management Advisor Tampa Bay Private Bank Team

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

Education

Purdue University, West Lafayette, IN

Professional Experience & Areas of Focus

Julie has over 20 years in the financial services industry. She specializes in developing relationships and comprehensive financial guidance. Julie currently serves Fifth Third Private Bank as a Wealth Management Advisor, working to create a customized road map for clients that will help facilitate the achievement of their current and future financial well being.

Licenses & Professional Designations

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

Personal & Community Participation

Julie is an active community volunteer and is married with two children.