Ramon Rodriguez Wealth Management Advisor Cincinnati Private Bank Team

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

Education

Ramon attended Xavier University and earned his Bachelor of Science in Business Administration and subsequently his MBA.

Professional Experience & Areas of Focus

Ramon joined Fifth Third Private Bank in 2003 and has 15 years of experience in comprehensive financial planning and wealth management, with a focus on serving high net worth families. He specializes in addressing the needs of senior level corporate executives and is our lead advisor for many of Greater Cincinnati's Fortune 500 companies.

Licenses & Professional Designations

  • Life Insurance
  • Registered Uniform Securities Agent (Series 63)
  • Registered General Securities Representative (Series 7)