As Wealth Management Advisor, Steve Matherly serves as your wealth management coordinator and consultant. Steve collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
Professional Experience & Areas of FocusSteve joined Fifth Third Private Bank in 2004. He has been in the financial services industry since 1987 and became securities licensed in 1989. He works with clients on their estate and business succession planning as well as investments, insurance, and financial planning. As a Wealth Management Advisor, he serves as your coordinator and consultant in all matters of Wealth Management. Steve collaborates closely with a team of Fifth Third specialists to identify and deliver the investment and financial solutions that best fit your objectives.
Licenses & Professional Designations
- Life Insurance
- Investment Advisor Representative (Series 66)
- Registered General Securities Representative (Series 7)