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.
EducationMBA 2004, University of North Carolina, Chapel Hill, NC
BBA 1998, Kent State University, Kent, OH
Professional Experience & Areas of FocusRob 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®)