Steve Matherly Wealth Management Advisor Kentucky Private Bank Team

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 Focus

Steve 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)

Personal & Community Participation

Steve serves as the Chairman of the Board of Directors for the Sanders Brown Center on Aging; a renowned non-profit Alzheimer's Research Facility located on the University of Kentucky campus. He also serves on the Board of Directors of LexArts. He is a member of The Bluegrass Estate Planning Council as well. Steve and his wife, Cindy have been married since 1989. They have two children. Steve enjoys spending time with his wife and children, as well as writing, reading, antiques and fly fishing. Born in Springfield, MO, he has been a resident of Kentucky since 1973.