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.
EducationPurdue University, West Lafayette, IN
Professional Experience & Areas of FocusJulie 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®)