As Wealth Management Advisor, Tammy T. Wardemann serves as your wealth management coordinator and consultant. Tammy T. collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.
EducationDuke University, Durham, North Carolina
Professional Experience & Areas of FocusTammy has 20 years experience as an Investment Professional. She works exclusively with high net-worth individuals, families, and business owners. As a Wealth Management Advisor, she forms an exclusive team of specialists for each client; a Private Banker, Trust Officer, Portfolio Manager, Insurance Specialist and a Wealth Planner. Tammy is able to utilize her expert knowledge of business succession planning & wealth transfer to create innovative and unique solutions for her client's financial needs.
Licenses & Professional Designations
- Life Insurance
- Investment Advisor Representative (Series 66)
- Registered General Securities Representative (Series 7)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)