Stephen Temmer Wealth Management Advisor Cincinnati Private Bank Team

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

Education

Stephen graduated from Illinois State University with a Bachelor of Science degree in AgriBusiness and continued his professional education at DePaul University.

Professional Experience & Areas of Focus

Stephen focuses on the needs of multigenerational high net worth families, professionals and business owners. He provides tailored solutions coupled with the support of highly credentialed professionals to manage his clients wealth through the generations. His relationship-driven approach allows him to translate clients' priorities and family dynamics into successful long term plans. His professional experience includes Financial Planning, Insurance Planning, Investment Planning, Retirement Planning, and Employee Benefits.

Licenses & Professional Designations

  • Life Insurance
  • Investment Advisor Representative (Series 66)
  • Registered General Securities Representative (Series 7)

Personal & Community Participation

Stephen resides in Anderson Township. He is involved in his community. He enjoys golf,volunteering his time to various charitable organizations, listening to music and spending time with his family.