Robert Henrich Wealth Management Advisor Cincinnati Private Bank Team

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

Education

MBA 2004, University of North Carolina, Chapel Hill, NC
BBA 1998, Kent State University, Kent, OH

Professional Experience & Areas of Focus

Rob has worked with many business owners and executives in the Dayton and Cincinnati area since 2002. He specializes in business succession issues and helps guide clients through liquidity events, including retirement and legacy planning.

Licenses & Professional Designations

  • Registered Uniform Securities Agent (Series 63)
  • Investment Advisor Representative (Series 65)
  • Registered General Securities Representative (Series 7)
  • Chartered Financial Analyst (CFA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

Rob and his wife, Meredith, live in Miami Township with their daughter. They enjoy travelling and have visited 49 of the 50 states and over 20 National Parks from Alaska to Florida.