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(704) 688-1176(704) 688-1176

Fifth Third Private Bank Todd Mortimer

Wealth Management Advisor

By appointment
Mobile: (704) 808-5009

About Todd

As Wealth Management Advisor, Todd Mortimer serves as your wealth management coordinator and consultant. Todd collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
Valparaiso University, Valparaiso, Indiana
  • Series 7
  • Series 63
  • Series 65
  • Life Insurance
  • AWMA
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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.
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