Rob Basile is a Fifth Third Private Bank Wealth Planner who develops, delivers and implements every facet of your investment strategy including matters of estate, tax, insurance, investments and retirement. Rob focuses on both your long-term and short-term goals for all aspects of your financial life.
EducationThe University of St. Francis, Joliet, IL - Bachelor of Science Accounting
The College for Financial Planning, Greenwood Village, CO - CFP Pre-certification
Professional Experience & Areas of FocusRob has been employed in the high net-worth niche of the financial services industry since 2004 and joined the 5/3 Private Banking team in 2012.
Licenses & Professional Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)