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(513) 534-5434(513) 534-5434

Fifth Third Private Bank Julie Herbert

Senior Trust Officer

By appointment
Mobile: (513) 534-5440

About Julie

Julie Herbert serves as a relationship manager and fiduciary advisor for trust administration and estate planning. Julie acts impartially in managing and distributing your trust property, while always keeping the interests of you and your beneficiaries in mind.
Mrs. Herbert received her Bachelors degree in Business Administration from Miami University. She also completed the Ohio Bankers Association Advanced Trust School and the American College graduate coursework in Advanced Estate Planning.
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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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