Regan Bohnert serves as a relationship manager and fiduciary advisor for trust administration and estate planning. Regan acts impartially in managing and distributing your trust property, while always keeping the interests of you and your beneficiaries in mind.
EducationButler University, Indianapolis, Indiana
Capital University Law School, Columbus, Ohio
Professional Experience & Areas of FocusAs a Trust Officer for Fifth Third Private Bank, Regan draws upon the resources of Fifth Third to help clients grow and preserve their wealth and to help make certain the desires outlined in their trust documents are implemented. To deliver superior service, coordination and deliver a customized wealth transfer plan, Regan works closely with her clients' personal attorneys and accountants to gain a thorough understanding of her clients' goals and priorities. Additionally, she partners with other specialists within the Private Bank to provide comprehensive wealth management capabilities that help the clients meet all their financial goals.
Regan began her career in the financial services industry in 2007 and is familiar with many types of trust, tax and wealth planning strategies, as well as the legal responsibilities of being a trustee. Prior to taking on the role as Trust Officer, Regan worked in development and alumni relations for several higher education institutions both before and during law school. While attending law school, Regan worked as a legal intern at two private law firms as well as a City Attorney's Office.