Robert Gilbreath Wealth Planner Western Michigan Private Bank Team

Robert Gilbreath 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. Robert focuses on both your long-term and short-term goals for all aspects of your financial life.

Education

Michigan State University, East Lansing, Michigan
Thomas M. Cooley Law School, Lansing, Michigan

Professional Experience & Areas of Focus

Rob joined Fifth Third Private in March 2012. Following his graduation from law school in 1998, Rob spent 13 years in private practice where he specialized in all aspects of estate, tax and wealth planning. Throughout his career, Rob has served as an objective advisor to affluent families and closely held business owners regarding: tax efficient asset growth, asset protection, and personal wealth & business transition planning. More specifically, Rob advises business owners in pre- and post-transaction planning including financial analyses, projections, scenarios and deal structuring alternatives in coordination with a client's attorneys, CPAs and other advisors during planning and implementation phases. Rob also advises on estate and charitable planning, asset allocation, cash flow projections, education and retirement savings, and practical and sophisticated uses of various types of trusts.

Personal & Community Participation

Rob has lived in DeWitt, Michigan since 2004 and has been married to his wife, Julie, since 1998. Rob and Julie have two teenage daughters. Rob volunteers his time coaching his two daughters in softball and currently serves on a number of local sports boards. Rob enjoys running, biking, fishing, following and attending Michigan State University athletics, piano and playing keyboards and singing in a local 80's band, "The Cobra Kai Alumni."