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

Fifth Third Private Bank Dan Schlesing

Senior Wealth Planner

By appointment
Mobile: (704) 688-4529

About Dan

Dan Schlesing is a Fifth Third Private Bank Wealth Planner who develops, delivers and implements every facet of your wealth plan including matters of estate, tax, insurance, investments and retirement.
Dan has spent his entire career in the wealth planning industry. He joined Fifth Third Bank in April of 2013 after spending over a decade with another financial institution. Dan advises affluent individuals, families and business owners in order to help them achieve their financial and personal goals. Dan takes a consultative approach by first understanding what the client's needs are, both short-term and long-term, before recommending a solution. As a Senior Wealth Planner, he develops strategies for all aspects of their financial lives, including tax planning, retirement planning, estate and wealth transfer planning and business succession planning.
Personal Background
Dan lives in South Charlotte with his wife and two sons. He is a member of the Charlotte Estate Planning Council and the Financial Planning Association of Charlotte. In his spare time he enjoys sports and is active in his community and church.
Campbell University Lundy Fetterman School of Business, Buies Creek, NC
  • CFP®
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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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